Client Service Assistant

Twenty Four Wealth is looking for a talented Client Service Assistant with 3-5 years experience in the wealth management industry to join our dynamic and growing organization. This individual will be responsible for executing on our client service program including new client onboarding, ongoing client service and daily operational duties with high attention to detail.

Qualifications & Key Competencies

• B.S/B.A. Degree Preferred

• 2+ Year’s Financial Services Experience Heavily Preferred

• Client Service aptitude

• Excellent verbal and written communicative ability

• Organizational skills and multi-tasking ability

• Attention to detail

• Strong Microsoft Word, Excel and Outlook skills

• Good time management skills

Who We Are

The mission at Twenty Four Wealth is to deliver financial and lifestyle success to our clientele by implementing experts in every field of wealth management, removing our clients from the day to day details and staying ahead of any industry curve.

We believe culture plays a crucial role in the success of our company. All employees possess the following characteristics: being a team player, being open and comfortable giving and receiving feedback, and are constantly looking to grow and educate themselves personally and professionally (knowing a few good movie quotes doesn’t hurt either).

Twenty Four Wealth is an equal opportunity employer and considers applicants for all open positions without regard to race, color, religion or belief, sex, age, citizenship status, national origin, marital status, military/veteran status, sexual orientation, genetic information, gender identity, and physical or mental disability. At Twenty Four Wealth, we believe in creating a dynamic work environment that puts value in diversity and inclusion as we strive to recruit a diverse group of candidates to help us achieve that goal.

• Heavy calendar management and scheduling

• Perform office operations including answering phones, confirming and preparing advisors for their meetings, greeting clients and screening calls

• Handle routine client service requests, resolve inquiries efficiently and effectively to completion. Understand our escalation process and apply when appropriate

• Input data into CRM (Salesforce) and ensure accuracy of the information

• Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting

• Contribute to the development and execution of client service standards resulting in client retention and satisfaction

• Book travel

• Handle various personal duties as needed

• Knowledge of LPL, Schwab and/or Fidelity custodial platforms preferred

Job Benefits

• Company sponsored health insurance

• 401k matching

• General paid time off, in addition to paid company holidays

• Catered lunch on Fridays

• Unlimited snacks & coffee