About Holistic Wealth Advisors
At Holistic Wealth Advisors, we believe that wealth extends beyond finances - it’s about aligning your financial resources with your values and life goals. Our firm takes a personalized, comprehensive approach to wealth management, empowering clients to achieve financial confidence and well-being.
About the Role
Join our team as a Client Service Specialist and play a vital role in delivering outstanding client experience and providing essential support to our firm's operations. This dynamic position offers the chance to engage with clients, support our team, and make a meaningful impact every day.
Salary $65,000 to $90,000 commensurate with experience
Why You'll Love Working Here:
· Empower Clients: Provide clients with unparalleled service that exceeds their expectations.
· Professional Growth: Gain valuable experience and skills in financial services, with opportunities for further education and certifications.
· Collaborative Environment: Work alongside a dedicated team that values your input and encourages professional development.
What You’ll Do
· Coordinate and manage client documentation from start to finish, including gathering required forms, tracking submissions, and ensuring accuracy and compliance.
· Maintain well-organized and up-to-date client records in accordance with regulatory and firm standards.
· Deliver a high level of client service by proactively identifying needs and providing thoughtful, solutions-oriented support.
· Prepare meeting materials and reports to support advisors and enhance client interactions.
· Process and monitor requests from custodians and strategic partners with precision and timeliness.
· Build and maintain strong working relationships with internal teams and external partners.
· Support compliance efforts by adhering to regulatory requirements and firm policies in all client-related activities.
Who You Are
· A proactive and resourceful professional who is eager to learn, problem-solve, and take ownership of tasks.
· A meticulous thinker, who is willing to ask probing questions, recognizing that the details in our business are critical to ensuring long-term success.
· A strong communicator, able to anticipate client needs and deliver clear, thoughtful recommendations.
· A patient learner, understanding that mastery of wealth advisory skills and business development takes time and mentorship.
· A thorough and detail-oriented person, willing to own mistakes and recognize that growth happens through trial and error.
Qualifications
· Bachelor’s degree required, preferably in Finance, Financial Planning, Economics, or a related field.
· 3+ years of experience in investment/wealth management sector, with experience supporting advisory operations
· Proficiency in MS Outlook, Word, and Excel; CRM software experience.
· Exceptional attention to detail, proactive problem-solving abilities, and excellent time management skills.
· Series 65 or 66 is preferred.
· Excellent organizational skills, including managing calendars, appointments, and client records.
· Self-motivated and capable of working independently, taking ownership of tasks with confidence.
Why Join Us?
Health & Wellness
· Medical, dental, and vision insurance
· Health savings account (HSA) & flexible spending account (FSA) options
· Employer-paid life insurance & disability coverage
· Mental health support & employee assistance program (EAP)
Financial Benefits
· Competitive salary with performance-based bonuses
· 401(k) plan with company match
· Professional development reimbursement
Work-Life Balance
· Generous paid time off (PTO) & paid holidays
· Paid parental leave
· Summertime hours
Career Growth & Development
· Ongoing training, mentorship, and career advancement opportunities
· Tuition reimbursement & certification support
