At SWP, we strive to provide an outstanding experience to our clients. The CSA role is an integral part of this effort. Working closely with wealth advisors and financial planners, the CSA supports client interactions, onboarding, client maintenance, strategy changes and communications. In particular, the CSA is responsible for assisting with client meeting preparation, the set-up and maintenance of client accounts, completion of paperwork, processing asset transfers, and report generation. Experienced CSAs are assigned to work with specific clients and will engage in client interaction, which could be significant at times.
CSAs can grow and develop their careers in this role or may transition to wealth advisors or financial planners. SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.
Duties and Responsibilities
Provide our clients with top-tier service
Support advisors on all aspects of servicing clients
Client reports – monthly, quarterly and annual coordination
Coordination of tax reporting and payments; including 1099’s and required minimum distributions
Special projects as assigned (e.g.., support year-end, tax, new systems)
Experience: 3 years +
Status: Full time
Location: Deerfield, IL or Milwaukee, WI
Telecommute: During COVID-19 *
The Client Service Administrator position typically requires the following qualifications:
Client service focused
Passionate about excellence
Enjoys being part of a driven team
Bachelor’s Degree from an accredited institution
Experience with account set-up, journals, and reporting with a major custodian such as Fidelity or Schwab
Highly proficient in Excel; proficient in Word and Outlook
Highly organized, detail-oriented, able to multitask and meet demanding deadlines
Desire/ability to work successfully in a small company environment
About Strategic Wealth Partners
Strategic Wealth Partners (“SWP”) is a top independent wealth management firm founded in 2008. Our firm consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and the personalized service they deserve. We take the time to understand our client's unique circumstances. Each of our clients deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.