Position Title: Client Service Associate
Reports To: Director of Client Service, Client Relations Manager
Date Last Updated: 4/24/2025
Job Classification: Exempt, Salaried Position
LBW Wealth Management is looking to add to its growing team. If you are a life learner, love to solve puzzles, do not mind NOT wearing a suit and tie, thrive in an evolving environment, and want to help transform an industry, then take a peek at the job description below and apply.
Position Responsibilities/ Essential Job Duties:
- Working closely with the client relations team and client service team.
- Assists the planning team and client service team on tasks, including but not limited to: client tasks follow up, clients email response, paperwork, scheduling, tasks communication between the planning team, client relations team and client service team.
- Meeting preparation, based on the meeting hosts' request: reports, pending tasks review, pending scheduling, etc.
- Communication with other planforms like Schwab, Schwab Alliance, eMoney, etc.
- Basic client meetings: questionnaire, eMoney setup, estate planning, 401k allocation, rollovers, accounts set up/paperwork, etc.
- Internal team meetings.
- Continued education.
Minimum Knowledge, Skills, and Abilities:
- Series 65
- Bachelor's degree.
- 6-month data analyst training.
- Mid to high-level financial planning knowledge.
- Advanced computer skills such as Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
- Strong skills in gathering/monitoring, problem-solving, and critical, thinking.
- Ability to multi-task, prioritizes and manages time selectively.
- Strong attention to detail and high level of accuracy.
- Ability to maintain client confidentiality.
- Able to work well individually and as part of a collaborative team.
- Willing to be flexible and adaptable to the duties and hours of the position.
- Communication:
o Strong verbal, written communication, and interpersonal skills.
o Communicates directly, and respectfully.
o Always share valuable information, even when it's uncomfortable to do so.
o Accountability, authenticity, and transparency.
o Willing to listen to feedback and admits to mistakes openly.
o Recognizes their own weaknesses and willing to continuously improve them.
o Acts with good intent and treats others with respect.
o Learns eagerly.
o Listens well and seeks to understand.
o Open to new ideas and seeks alternative perspectives.
o Has a "growth mindset".
Working Conditions:
Physical Requirements: Primarily sedentary work, exerting up to 25 lbs. of force occasionally or a negligible amount frequently.
Physical Activity: Primary working position-sitting, with occasional standing, walking, stooping, crouching, and kneeling; frequent reaching, carrying, lifting, pushing, pulling, fingering, grasping, typing, talking-speaking clearly, hearing-conversation, and seeing-near.
Work/Environmental: Moderate noise level consistent with an office environment.
Personal/Physiological: Interaction with people, working around people, planning of activities, making judgments in emergency situations, frequent changes in duties and volume of work, intra-organizational communication.
Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.