Lead Advisor

Client Service Associate (Financial Services)

NEW YORK, NYPosted a month ago

Job summary

  • Job post source

    This job is from a recruiting firm hiring for a separate company.

  • Job overview

    The Client Service Associate role supports wealth management and financial planning practices by managing client service tasks and assisting senior advisors.

  • Responsibilities and impact

    The job involves managing senior advisors' schedules, overseeing client onboarding for insurance and investment accounts, triaging emails, handling client service requests, and managing CRM systems.

  • Experience and skills

    A bachelor's degree and proficiency in Microsoft Office Suite are required; financial services and insurance experience are preferred.

  • Work environment and culture

    These are on-site roles located in Midtown Manhattan, indicating a professional office environment.

  • Company information

    Lead Advisor, LLC is a wealth management consulting and search firm working with multiple clients.

  • Job location and travel

    The positions are on-site in Midtown Manhattan.

Company overview

Lead Advisor is a consulting firm specializing in providing strategic business advice and solutions to companies across various industries. They generate revenue through consulting fees, project management, and advisory services, focusing on enhancing operational efficiency, financial performance, and market positioning for their clients. Founded by industry veterans, the company has a history of delivering high-impact results and fostering long-term client relationships. Notable for its data-driven approach and innovative methodologies, Lead Advisor has established itself as a trusted partner for businesses seeking sustainable growth and competitive advantage.

How to land this job

  • Position your resume to highlight your organizational skills and experience managing schedules and client interactions, crucial for supporting Senior Advisors effectively.

  • Emphasize your proficiency with Microsoft Office Suite and any experience with CRM systems, as these technical skills are directly relevant to the role.

  • Showcase any background in financial services or insurance to align with the preferred qualifications and demonstrate industry familiarity.

  • Apply through multiple platforms including Lead Advisor's corporate website and LinkedIn to maximize your exposure and application reach.

  • Connect with current employees or recruiters in the wealth management division at Lead Advisor on LinkedIn, using ice breakers like commenting on recent company news or asking about team culture to start meaningful conversations.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'client onboarding,' 'CRM management,' 'schedule coordination,' and 'financial services' to ensure it passes automated screenings.

  • Use Jennie Johnson's Power Apply feature to automate applying across multiple channels, tailor your resume for ATS, and identify LinkedIn contacts to network with, saving you time and increasing your chances of landing the role.

Jennie Johnson works for you!

Here’s what we do to make sure you’re successful:

  • Targeted Resume Revamp:

    We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.

  • Job Description Dissection:

    Unpack the job posting with expert analysis, ensuring your application hits every key requirement.

  • Bespoke Cover Letter:

    Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.

  • Interview Mastery:

    Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.

  • Direct Application Insights:

    Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.

  • Skills and Gaps Assessment:

    Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.

  • Personalized Email Pitch:

    Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.

  • In-depth Research Guide:

    Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.

  • Detailed Company Analysis:

    Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.

  • Strategic Candidate Overview:

    Understand your unique value and why companies would want to interview you, highlighting your background and positioning.