Job Description

Are you a successful client services professional looking for a new opportunity to apply your skills in a highly supportive environment?

Our independent wealth management firm, CURO Wealth Management, may be right for you. We are looking for a Client Services Associate to support the firm\'s advisors in providing the highest quality service to our high-net worth clients. You will play a key role in the success of the firm as we work together to help our clients fulfill their dreams and reach their financial goals.

For more information about CURO, please visit www.curowm.com.

Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions, as well as to help us get to know you.

Primary Responsibilities

• Act as one of the firm\xe2\x80\x99s main contacts for administrative and account related items, issues & inquiries from clients, advisors, custodian and outside professionals.
• Provide outstanding client service by responding to incoming phone calls and addressing client\xe2\x80\x99s questions and concerns.
• Prepare documents for client planning sessions and process the follow up tasks.
• Prioritize and organize workflow, as well as coordinate all facets of the operation and administration, of client accounts.
• Manage the client onboarding experience and schedule on-going planning sessions.
• Manage the firm\xe2\x80\x99s client relationship management software and leverage it to efficiently service clients.

• Taking Ownership. Each of our team members\xe2\x80\x99 goals and successes are aligned with the success of CURO. In order to achieve this, we highly value taking ownership of individual tasks and the firm\xe2\x80\x99s goals as a whole.
• Supervision and Training. We work in a team environment at CURO. You will receive mentoring and training, but it is also important that you are able to collaborate with less-experienced team members and help them develop through mentoring and training as well.
• Additional Projects. As a small business, participation in firm-wide initiatives is often needed. These projects may be related to enhancing internal processes, improving the overall client experience, or assisting with marketing efforts as needed.

• Bachelor\xe2\x80\x99s degree and 2+ years of experience or 6+ years of directly related work experience
• Working knowledge of financial concepts, terminology, and standard industry protocols
• Strong interpersonal, communication, and listening skills
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
• High ethical standards
• Precise and efficient; detail-oriented with strong work ethic

• Salary $50,000-$70,000 dependent upon experience
• Potential for annual bonus based upon personal performance and performance of the firm
• Employer-sponsored 401(k) plan, including employer contribution
• Health insurance stipend
• Paid time off (1st year- 3 weeks)
• One-on-one training and development
• A tight-knit office community and awesome clients

CURO Wealth Management