Client Service Advisor

Schechter Wealth


We are seeking a creative, detail oriented team player to contribute to the growth and profitability of our company by providing support to the Schechter Investment Advisors (SIA) Operations Team and Advisors. The Schechter Investment Advisors (SIA) Client Service Advisor will be responsible for:

Essential Job Functions

• Be the first and last line of defense related to firm clients’ welfare while assisting investment Advisors in providing the highest level of service during all stages of the relationship
• Possess a thorough understanding of the servicing requirements of investment and retirement planning products, as well as a basic understanding of investment and retirement planning concepts, and related income tax and estate planning strategies
• Provide service to clients professionally by responding timely to both regular and varied account-related inquiries via electronic means, written correspondence, telephone or in person
• Open, close and maintain investment accounts
• Help clients to transfer funds, process money movements for qualified and non-qualified accounts, facilitate securities and mutual fund trades, and update/send out monthly and quarterly asset, performance, or tax information reports.
• Identify issues requiring instant elevation to the Operations Manager, Investment Advisors, or Chief Compliance Officer
• Assist with overall SIA team workload, projects, and firm initiatives
• Participate in best practices for firm procedures and compliant record-keeping
• Maintain the integrity of client database and electronic files (CRM and custodian records)
• Various other duties as assigned by the Investment Advisors or Investments Operations Manager


• Education: High School Diploma or G.E.D.
• At least 3 years professional experience in financially oriented field is preferred (insurance, securities, corporate finance, banking)

Required Skills

• Strong computer skills with strength in MS Office Tools for creating client presentations and spreadsheets
• Strong intellectual curiosity for understanding complex financial products and legal/business concepts
• Strong organizational and time management skills; must be able to establish priorities and execute them with minimal assistance
• Exceptional level of accuracy and attention to detail
• Well-spoken with the ability to feel comfortable explaining complex concepts to sophisticated clients and their financial and legal advisors
• Strong interpersonal skills with a friendly, confident and professional manner
• Team and results oriented
• Discretion/confidentiality a must in this position
• Professional references

Please send your resume to

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