Associate Service AdvisorAuxano Advisors

Job Summary

Become part of our team dedicated to making an impact by Transcending Wealth and Transforming Lives. We're looking for an Associate Service Advisor with 3-5 years of experience in client communication. In this role, you will serve as the first point of contact for clients, bridging the gap between them and our Client Advisors. You will personalize the client's service experience and ensure our firm keeps its commitments to our clients. Your ability to become proficient in our CRM software with keen attention to detail will be critical in documenting client interactions and initiating workflows.

Responsibilities
  • Serve as the point of first contact in client communications and personalize their service experience
  • Proficient utilization of the MS Office 365 Suite, and ability to learn new programs and systems
  • Experience using CRM programs to document client interactions and initiate workflows
  • Ensure the firm keeps its commitments to clients by maintaining attention to detail and coordinating with various departments
  • Identifying and analyzing problems, researching their context, discovering the most effective solution
  • Manage multiple tasks and projects efficiently while meeting deadlines
  • Commitment to delivering accurate high-quality work
  • Willingness to acquire new knowledge and expand skills within the financial industry
Requirements
  • Client Communication
  • 3 - 5 years
  • CRM Proficiency
  • 1 - 3 years
  • Attention to Detail
Nice to Have
  • Experience with RIA custodian platforms a plus
About Us

Auxano is an independent wealth management firm, providing thoughtful financial advice to affluent families and individuals. The Auxano name is synonymous with achieving growth and increase. Hiring exceptional people of distinguished character and capability is essential to reaching this objective. If you are interested in becoming part of a dynamic wealth management firm committed to building lasting relationships, striving for excellence and cultivating a culture of intellectual curiosity, we would be delighted to hear from you. 

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