Client Experience Associate, Advisor Dedicated

u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eThis is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice - owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role - it's built for someone who wants to own this seat and get really good at managing the client relationship process.u0026nbsp;u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eServe as the primary point of contact for day-to-day client needs - monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgmentu003c/liu003enu003cliu003eFacilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is requiredu003c/liu003enu003cliu003eProactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolutionu003c/liu003enu003cliu003eOwn meeting prep and follow-up - maintaining meeting planners as living documents and making sure nothing falls through the cracksu003c/liu003enu003cliu003eCoordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefersu003c/liu003enu003cliu003eEnsure Required Minimum Distributions and other deadline-driven items are completed well ahead of scheduleu003c/liu003enu003cliu003eHandle the majority of client matters independently when the advisor is out of officeu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003e4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practiceu003c/liu003enu003cliu003eStrong communication skills paired with calm, sound judgment under pressureu003c/liu003enu003cliu003eExperience with custodial platforms, trading/rebalancing tools, and CRM systemsu003c/liu003enu003cliu003eHighly organized, with exceptional attention to detail and follow-throughu003c/liu003enu003cliu003eComfortable operating with autonomy and trusted to make day-to-day judgment callsu003c/liu003enu003cliu003eGenuinely looking for a long-term home in this seat - not a stepping stone toward becoming an advisor or a people manageru003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eFormer CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advisingu003c/liu003enu003cliu003eHands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platformsu003c/liu003enu003cliu003eA genuine passion for building efficient, repeatable operational processesu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talku003c/strongu003eu003cstrongu003e!u003c/strongu003eu003c/pu003e