The Client Service Associate (“CSA”) works on a team led by a Relationship Manager to service existing and new client relationships in the areas of financial and estate planning, investment advisory, and tax preparation and planning. The CSA contributes to the firm’s client service and growth objectives. He or she works with a variety of team members and supports Heritage’s high net worth individuals and family clients.
Prepare for client meetings and client proposals
Prepare client communications including e-mail, telephone, and written correspondence
Participate in and document client meetings and follow-up
Gather information to analyze and prepare comprehensive financial plans
Use financial planning tool to update client balance sheets and prepare financial projections
Use CRM system to document client communications, tasks, and appointments
Prepare individual, trust, gift, corporate, and foundation tax returns and projections
Prepare tax projections, estimated payments, and other necessary tax planning
Research and respond to tax notices
Review estate documents including wills, trusts, and insurance policies
Prepare estate flow charts
Monitor client entities
Assist with account maintenance, asset allocations, and quarterly reports
Bachelor’s degree required
2- 5 years of experience in financial services with RIA experience strongly preferred
Certified Financial Planner™ or CPA designation or desire to obtain one preferred
Experience with wealth management software desired (e.g. eMoney, MoneyGuidePro, etc.)
Proficiency with Microsoft Office, including Outlook, Excel, and Word
Candidate must be a self-starter who is motivated, analytical, organized, team oriented and able to handle multiple projects, and deadlines in a fast-paced environment
Candidate must embrace the company values of Integrity, Collaboration, Passion, and Intellectual Curiosity
Critical Skills and Attributes
Strong organization skills and the ability to balance the priorities and needs of multiple clients
Excellent communication and listening skills, both verbal and written
Sense of urgency and ability to meet deadlines
Ability to analyze, synthesize, and explain complex information clearly and simply
Demonstrated technical aptitude and the ability to learn new technologies and leverage them to facilitate tasks and communications
Ability to recommend and implement processes to improve quality and delivery of client service
Attributes of Heritage Employees
Integrity: Doing the right things even when no one else is looking. We conduct business with the highest standards of professional behavior and ethics. We are transparent, honest and ethical in everything we do.
Passion: They are passionate about what they do. They demonstrate unquestioned commitment to integrity in their personal and professional activities, and respect the confidential nature of our business. They have an ardent desire to help clients achieve their personal goals.
Collaboration: Teamwork is central to everything they do. They express opinions positively and constructively, focusing on solutions rather than on problems. They exhibit good listening skills and respect the opinions of others. They demonstrate a willingness to do whatever it takes, regardless of role, to meet client expectations. They share the burden with team members during heavy work periods.
Intellectual Curiosity: They are naturally curious, and have a fervent desire for continuous learning. They are not afraid to ask questions, and respectfully challenge answers.
Additional Salary Information: Salary and bonus potential will be based on experience.
Benefits include life and disability insurance, health care, dental, and 401(k)
Full financial support for professional accreditation, continuing education requirements and other professional and leadership development opportunities.
About Heritage Wealth Advisors
At Heritage Wealth Advisors, we understand that the wealth is never about money, it's about being in a position to do the things that matter most to our clients. Whether their goal is planning for retirement, providing for their family or giving back to their community, we are committed to helping them define their purse and achieve it.