Client Associate

Employer
Versant Capital Management, Inc.
Location
Phoenix, Arizona
Salary
 $60,000 to $72,500, based on experience, plus excellent benefits
Closing date
Sep 30, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing
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Job Details

Description

The Client Associate is an entry-level client relationship management position that provides technical support for the Wealth Management team. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. The Client Associate is also responsible for preparing client reports and maintaining contact with clients to provide or obtain updated information and troubleshoot issues. The Client Associate may participate in client meetings but not in an advice or decision-making capacity.

Focus Areas

  • Communicate with clients and their outside advisors, verbally and in writing
  • Deliver superior client service—troubleshoot problems, schedule, and organize meetings; serve as a liaison between Advisor and client as needed
  • Manage client information—prepare client reports, submit, and follow up on necessary paperwork, regularly update Junxure and Mind Maps
  • Gather, organize, input, and synthesize client data within a financial planning context Prepare client financial plans and presentations for review by supervisors
  • Prepare other client deliverables for review by supervisors, i.e., Net Worth Statements, Cash Flow Schedules, Rebalancing Schedules, etc
  • Prepare capital sufficiency analysis scenarios
  • Review performance reports, including tracking and reconciling of account history
  • Attend client meetings in a technical, supporting, and meaningful role
  • Provide ongoing, actionable intellectual contributions to work processes and intellectual capital base, focusing on one or two areas of expertise
  • Maximize productive use of one or more technology platforms involved in executing other duties and responsibilities

Company

Versant Capital Management was founded with a clear objective: to provide rigorous, comprehensive financial advice and management to people through a thoughtful understanding of their personal situations. A Phoenix-based, independent registered investment advisory (RIA) and wealth management firm with $900+ million in AUM, Versant helps individuals and families achieve financial success and make it last. We have the professional qualifications and credentials to demonstrate responsibility and provide rational advice, and the courage to raise critical issues, even if it’s not in the firm’s best interest. We carry out decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment product; we rely on skilled professionals to deliver research-driven strategies customized to meet each client’s unique goals. This mindset brings together the best of financial planning and the best of investment management. Being an independent doesn’t mean “alone.” We invest with some of the most prominent institutional investment managers- including Charles Schwab, Vanguard, Dimensional Fund Advisors, and Stone Ridge - giving our clients access to the best investment management and services available today. At the center of our approach and our client’s success is Versant’s staff, a team of interdisciplinary financial experts, including CFPs, CFAs, CPAs, MBAs, and even masters of psychology and art. Our team delivers highly customized financial advice and strategies based on each client’s specific needs and goals. We help people use wealth to empower a life well-lived. Over the last decade and a half, we’ve steadily helped build our clients’ legacies, and today Versant is promoting a new generation of leadership. Our principles remain deeply rooted in serving families, a disciplined investment approach, an entrepreneurial spirit, the freedom to excel, joy in work well done, and giving back to our community.
Find Us
Telephone
602-635-3760
Location
2394 E Camelback Road
Suite 100
Phoenix
AZ
85016
US

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