Client Service Advisor- Investment Consulting Services

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The Client Service Advisor supports the Lead Advisors in all aspects of managing client relationships. This includes but is not limited to anticipating client needs, portfolio construction, plan preparation, providing operational assistance and collaborating with other team members to seamlessly serve and advise clients

Client Service Advisors should expect to work with the advisory team to perform the following:

Understand a client’s financial situation including their unique goals, time horizon and risk tolerance

Using E-Money, work with lead advisor to prepare comprehensive financial plans. Be able to articulate the planning process, relevant strategies, data inputs, and software outputs; introduce both internal and external resources as necessary

Effectively articulate our investment philosophy and investment process

Coordinate and collaborate on the systematic preparation of investment recommendations, rebalancing, implementation and reporting on client portfolios

Pro-actively schedule pre-meetings and coordinate the preparation of meeting materials

Coordinate the preparation of individual tax returns and quarterly estimates; demonstrate proficiency in general tax concepts; proactively explore opportunities and make recommendations for tax planning

Onboard new clients in collaboration with operations, portfolio, and planning teams

Support operations, marketing and client service, as needed and/or requested

Review performance data for accuracy; understand details and concepts within the report

Following client meetings, own inputting meeting notes into CRM to ensure appropriate follow-up.

Maintain CRM data and review for Assist lead advisors in proactively communicating with clients, keep team informed of changes to a client’s situation, needs, or requests

Actively participate in team meetings and collaborate with other advisors and teams on best practices, goals, and initiatives for the practice

Assist with all clients as needed and/or requested

Understand exposure to risk, adhere to firm polices, and work with compliance/COO as necessary

Seek ongoing professional development opportunities to enhance technical, interpersonal and business development skills. This may include, but is not limited to attending seminars, internal and external conferences, networking events and participating in webinars and conference calls

Bachelor’s degree, preferably in finance, economics, accounting or business

2+ years of experience, preferably in the wealth management industry

General understanding of tax, estate, and financial planning concepts

Desire to pursue (or already earned) a professional designation (CFP®, CPWA®, CIMA® preferred)

Team player; advanced problem-solving skills; well organized and a strong attention to detail; excellent attitude and client service oriented

Ability to think openly about how to solve problems and adapt to new situations

Applicants must be currently authorized to work in the United States on a full-time basis.

Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.

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