Aldrich Wealth LP (formerly AKT Wealth Advisors) is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized menu of financial services to individuals, businesses and trusts. We integrate these services so
that our clients can grow and preserve their personal and business wealth. Our "big picture" approach, with high-touch service, weaves together financial planning, wealth building, wealth preservation and life goals.
by people who have demonstrated the ability to help build, manage, and preserve wealth, our company continues to grow each year by providing services of value and deeming the trust our clients have placed in us as a privilege.
We take great
pride in supporting our local communities participating in firm wide volunteer days and using our paid time off to work in organizations for which we have personal passion.
We are looking for an highly organized and client service focused Client
Service Specialist to join our team. You will provide support to the Advisors and Management Team and work with clients directly as necessary. Candidates that fit into our firm and culture will enjoy working as part of a team and have a passion for
client service. This individual will have a desire to develop and implement team processes to provide high-quality service that exceeds client expectations.
Open new accounts and make changes to
existing accounts for both high net worth individuals and corporate retirement plans
Act as back-up to other members of the Client Services Team
Assist in maintaining industry regulatory requirements from both the SEC & DOL
Interact with clients by phone, email, website and in-person
Process & track standard client requests such as checks, wires, asset transfers, address changes, ACH set-up and more
Maintain electronic client files and records
Coordinate maintenance of corporate retirement plans investment line-ups
Assist with production of Plan Sponsor reporting and Participant Education materials for corporate retirement plans
Coordinate client mailings or email
"blasts" as needed
Education and/or Experience
Minimum 5 years recent experience in a similar role in the Financial Services industry
Excellent written and verbal
Bachelor's degree from an accredited college/university or applicable years of service
Experience with Junxure and Tamarac AdvisorView a plus
Strong Microsoft Office skills required
organization and time management
Detail oriented and client service focused
Series 65 or Series 7 preferred, but not required
Experience with TD Ameritrade, Charles Schwab & Co and corporate retirement plan recordkeepers a
Spanish speaking a plus
Salary and Benefits
Our employees enjoy a competitive compensation and benefits package, which includes medical, dental, vision, life, and disability insurance, flexible benefits
plan, 401(k) plan, profit-sharing, and 401(k) match, paid holidays, volunteer hours, as well as vacation and sick leave in the form of a paid time-off bank.
How to Apply
Submit your resume and cover letter describing how you meet the minimum qualifications at http://aldrichadvisors.applicantstack.com/x/apply/a2wxj511nxnu/aaae. Also,
include the names, addresses, and telephone numbers of three references who are familiar with your background and qualifications, along with your permission to contact them.