Who We Are

Priano Solutions is a search firm committed to placing only the best Client Service Associates (CSA’s) in the top Wealth Management firms.

What We’re Looking For

Motivated CSA’s that want to continue to grow their career, that we can connect with growing RIA’s. This individual is responsible for providing outstanding support to their clients, assisting with account maintenance, and contributing to a superior client experience. The ideal candidate will have strong communication skills, attention to detail, and a passion for delivering exceptional service.

What You’ll Do

Client Service: Serve as the primary point of contact for client inquiries via phone, email, and in-person meetings. Address and resolve client issues professionally and promptly, ensuring a high level of satisfaction.
Account Management: Assist with various account maintenance tasks including beneficiary changes, address updates, and asset transfers during significant life events such as marriage, relocation, or bereavement.
Administrative Support: Provide support to financial advisors by preparing, processing, and tracking new business applications and client documentation. Maintain accurate and organized client records in CRM systems.
Data Processing: Input and manage financial data into accounting systems, prepare financial reports, and ensure data integrity and confidentiality.
Client Onboarding: Support the onboarding process for new clients, ensuring a smooth transition and completion of necessary paperwork.
Technology Support: Assist clients with technological issues, including accessing online accounts and resolving technical difficulties.
Compliance and Quality Assurance: Adhere to regulatory requirements and internal policies. Conduct periodic checks to ensure accuracy in data and processes.
Client and Firm Engagement: Support marketing and client events, manage schedules, prepare presentation materials, and participate in firm-sponsored activities.
Collaboration: Work closely with financial advisors and team members to support client needs, streamline processes, and enhance team efficiency.
Professional Development: Participate in ongoing training and continuing education to stay current with industry trends and best practices

You Will Have

A spirit of integrity with high levels of emotional intelligence
in a client service or administrative role within a financial services or wealth management firm
Bachelor’s in Business Administration, Finance, Economics, or a related field
Strong analytical & problem solving skills with the ability to conduct thorough financial analyses and develop tailored strategies
Excellent verbal and written communication skills, with the ability to handle sensitive information with discretion
A commitment to providing exceptional client service, with a proactive and solutions-oriented approach
Participate in ongoing training and continuing education to stay current with industry trends and best practices

Bonus Points For These

Experience with financial planning software and client management systems
Familiarity with compliance regulations and RIA operations
Background in supporting compliance, HR, Marketing, or financial planning functions
Relevant Certifications (e.g., Series 7)

Client Service Associate (General Inter...