Avrio Wealth was founded in 2020 to offer fee-based wealth planning and investment management to global families who require an international perspective including US taxpayers. Avrio holds a CMS license and is registered with the SEC.
Our belief is that client relationships begin with a financial plan Through planning we create long term relationships with our clients and help guide them to achieve their financial goals.
The Client Service Associate role is suitable for someone who wants a career in wealth management, is comfortable working with a small, yet global, team and a highly regulated financial services industry.
Responsibilities:
- Provide efficient and timely customer service to clients
- Customize client portals and respond to general client questions
- Liaise with clients and providers to resolve issues
- New client onboarding documentation
- Generate illustrations across various investment and insurance providers
- Open and maintain client account records
- Assist with office activities including drafting professional emails and letters, filing, and mailings
- Schedule client meetings and client events
- Maintain accurate client information in CRM and other programs
- Understand policies and maintain records required by compliance
- Generate reports for management and regulatory requirements
- Back-up support for other team members
Behavioral Attributes:
- Must be a self-starter, wiling to bring actionable ideas to the practice
- Develops and maintains positive working relationships with others
- Completes action items in a timely manner
- Extremely task-oriented, with high standards of quality and accuracy
- Strong follow-through skills on delegated tasks and assignments
- Maintains a high level of customer service and is passionate about meeting and assisting clients
- Takes pride in the achievement of team objectives
- Manages time effectively
- Acquires knowledge/skills to further personal, professional, and team capability
- Consistently follow high standards of business and professional ethics and legal and regulatory requirements
Qualifications:
- Singaporean or PR only
- Wealth management experience preferred
- Bachelor Degree in finance or accounting
- Superior organization skills and attention to detail
- Ability to multi-task, prioritize effectively and be a self-starter
- Strong written and oral communication skills
- Native/fluent written and spoken English
- Experience in Microsoft Office
- Willing to become a CFP professional or similar
