Job Description

About the Company:

Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth individuals and families. Our team of seasoned professionals work to achieve our clients’ long-term objectives by addressing all aspects of our clients’ financial affairs including investment management, estate planning, tax planning, wealth transfers, and succession planning. Our vision is to be the most innovative, agile, and comprehensive Wealth Advisory firm headquartered in Utah.

About the Role:

We are seeking an enthusiastic, collaborative, organized and detail-oriented Client Services Associate to support our Wealth Advisors. Candidates should be motivated to create the best client-facing experience in our industry.

Responsibilities will include (but are not limited to) the following:

• Support advisors by helping prepare for and completing follow-up tasks from client meetings including preparation of financial plans, balance sheets and net worth statements, performance reports, portfolio proposals, and various presentations for client meetings
• Complete paperwork for several processes including client onboarding, private fund entry, and account management
• Assist advisors with the organization and analysis of client information, periodic reporting, preparation of financial plans and responses to client questions
• Assist with tax planning and tax return review tasks
• Schedule travel & meetings for advisors across multiple time zones
• Provide white-glove customer service to clients on accounts and other various needs
• Any additional tasks as they come up or as the business evolves to support the team

Preferred Qualifications

• 2+ years financial industry experience and/or degree in relevant field
• Series 65 License (or equivalent including Series 7 & 66 combined, Certified Financial Planner (CFP) Certification. Chartered Financial Analyst (CFA) Designation, or Chartered Financial Consultant (ChFC) Designation)
• Experience with financial planning software (eMoney or similar)
• Experience with CRM software and data management
• Experience with processes and procedures at Charles Schwab and/or Fidelity (Wealthscape) advisor portals
• Familiarity with concepts of portfolio design and diversification
• Fundamental understanding of comprehensive personal financial planning, including retirement planning, employee benefits, insurance, investing, asset allocation, estate planning, income tax and executive compensation

Required Qualifications

• Strong proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
• Professional communication skills, both written and verbal
• Detail-oriented, accurate, organized and able to set priorities in managing multiple projects
• Ability to thrive in a collaborative team environment

Benefits

• Health Insurance (Medical, Dental, Vision, & Life Plans)
• 401k Plan with Employer Matching
• Flexible Vacation Policy

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

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

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Salt Lake City, UT: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Work Location: In person

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