Advisor Support Specialist

As an Advisor Support Specialist, you'll be helping to improve the lives of our clients and the well-being of their financial picture with solutions, education, and advice. This specialist manages a portfolio of family and business clients by maintaining relationships and providing financial advice with a focus on client experience and risk management. Csenge Advisory Group is looking for a specialist to support our business development efforts and deepen existing relationships for our clients. Additionally, they are responsible for the completion of the essential duties and responsibilities outlined below:

Success as a Advisor Support Specialist looks like:

• Provide the best client advice and service while developing relationships to ensure a seamless client experience.
• Regular communication with existing clients to discuss service or planning related needs.
• Strive to build and enhance relationship with existing clients to help build wallet share.
• Outbound communication with existing and prospective clients to gather information needed for advisor meetings.
• Identify new processes and best practices necessary to effectively maintain and build relationships with clients and prospects.

Advisor Support & Paraplanning Responsibilities:

• The Advisor Support Specialist position will focus on servicing, engaging, building, and strengthening the client base for which they are responsible for supporting.
• Assist Wealth Advisors with building client financial, retirement, tax, and estate plans.
• Update existing Wealth Plans with new data from client review meetings and financial updates.
• Coordinate with clients CPA, Attorney, and other business professionals to streamline the Wealth Planning Process
• Maintain relationships with clients and key personnel.
• Manage the day-to-day operations and servicing of clients.
• Lead end – to – end onboarding and maintenance of new and existing clients: sending out new paperwork, collecting contra-firm account statements and completing account transfers.
• Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner.
• Meet with clients to conduct plan review meetings/presentations, on an “as-needed” basis.
• Meetings (if applicable) will be held primarily in a remote setting, although on-site meetings may be required.
• Manage pre and post client meeting tasks: preparation of meeting material, post-review meeting minutes, plan amendments, fund changes etc.
• Dedicated operational and sales support to Advisors. Attend client events to enhance relationship.  

Client Service & Operational Responsibilities:

• Complete applications and paperwork with clients, reviewing for completeness and accuracy.
• Reconcile ACATs with received positions.
• Answer client questions regarding accounts, funds, and policies; deliver policies.
• Arrange client withdrawals, wire instructions, check requests and ACH debits/credits.
• Process beneficiary changes. Follow-up on client services needs.
• Ongoing client contact and communications.
• Dividend and capital gains changes.
• Check advisory accounts for quarterly fees.
• Client Contribution, Distribution, and Financial Transfer assistance
• Process change of address.
• Change of beneficiary requests – Investment accounts and Insurance policies.
• Bank draft changes – Investment accounts and insurance policies.

Required qualifications:

• Bachelor’s degree. CERTIFIED FINANCIAL PLANNER™ designation or currently studying for the CFP® Minimum three (3) years in the financial services industry Appropriate licenses and designations for position, or willing to obtain (MUST obtain Series 7 within 45-days of employment) Excellent ability to master new programs & technology. Experience with Wealth Planning Software Experience with Wealthbox, Orion, and other wealth management software is preferred. Excellent oral, written, and interpersonal communication skills Attention to detail with ability to multi-task.
• Proficient with MS Office, particularly Excel
• Strong knowledge of database concepts
• Strong Analytical and problem-solving skills, excellent attention to detail
• Excellent written and verbal communication skills.