Job description

Our client, Fratarcangeli Wealth Management, is actively seeking a Client Service Associate (CSA) to join their high-functioning team. Fratarcangeli WM has been recognized for six straight years by Forbes as one of America’s Top 250 Wealth Advisors. If you are looking to join their team, there is a high set of expectations and standards that must be met to align with the relentless and unparalleled customer experience their team provides to their high net worth clients. The environment can be demanding and fast-paced at times, but with this comes great reward.

The CSA is responsible for providing an unforgettable first impression to perspective clients and serves as a positive and efficient client service resource ongoing. As a member of Fratarcangeli WM, the CSA will be a critical part of a team who supports each other, takes pride in what they do, and strives to be the best in the industry.

Essential Duties and Responsibilities

• Ensuring all client needs are promptly and accurately addressed; politely answer telephone calls; address calls as appropriate or take detailed messages as needed
• Responsible for accurately answering initial questions from perspective or new clients
• Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
• Provide exceptional customer service through positive client interaction; exceed the client’s overall expectations of customer service and exhibit a high level of professionalism and confidentiality of client information
• Support the Managing Principal and Lead Relationship Manager with a variety of administrative tasks, including preparing materials for client meetings and managing multiple high-priority tasks
• Create and maintain client files, prepare client forms and reports from rough draft and originating correspondence as requested
• Create and close accounts; add power of attorney and trading authority as applicable, link life insurance and annuity accounts, complete client registrations and proactively address and follow-through on client service requests

Qualifications

• Bachelor or Associates degree preferred
• 5 years minimum experience as a Client Service Associate required, with experience on a high net worth financial advisor team
• FINRA Series 7, 63, 65, or 66 preferred

Traits

• Extraordinary customer service skills and presence while possessing a positive attitude through all client interactions
• Excellent oral, written, and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
• Outstanding planning and organizational skills; an efficient multi-tasker and deadline-focused
• Possesses strong work ethics and high standards; determined to do whatever is necessary to support the team and serve clients
• Ability to remain energetic, motivated, and collaborative while working under pressure in a dynamic and complex environment
• Ability to prioritize work, meet deadlines, and achieve goals; adapts to change in the work environment, manages competing demands and multiple interruptions
• Intermediate- to advanced-level computer skills; ability and willingness to learn and effectively utilize new technologies as requested and required

Benefits

• Competitive compensation
• Leading benefits package to include Medical, Dental, and Vision
• 401(k) safe harbor non-elective 3% contribution

More about Fratarcangeli Wealth Management

Jeffrey Fratarcangeli, Managing Principal, has been in the financial services industry since 1994, building his book through the years and starting his independent practice through Wells Fargo Advisors Financial Network in March 2014. Jeff has built a team that is committed to the highest standards of client service. He and his team are dedicated to earning each client’s trust by providing sound investment advice, with a professional and personalized approach.

Fratarcangeli Wealth Management oversees wealth for people who do not have the time, information, or resources to manage it effectively themselves. Their clients are high net worth families, celebrities, athletes, business owners, corporate executives, retirees, and small to large companies that want to benefit from goal-oriented investment planning. This team focuses on building long-term relationships, not individual transactions.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• Day shift
• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Fort Lauderdale, FL 33301: Reliably commute or planning to relocate before starting work (Required)

Experience:

• client service associate: 5 years (Preferred)

Work Location: In person

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