Serving you is our pleasure

Role Overview

The Client Service Associate’s primary responsibility is to support and work alongside the Associate Advisors, Service Advisors, and Lead Advisors so that, together, you can provide exceptional service to existing clients. Your role is to gain knowledge, practical experience and skills in handling all aspects of client relationship management related to client servicing. Your responsibilities include communicating with our team, leads, clients, and vendors as well as working collaboratively with our service and operations teams.

You will enjoy getting to know clients, their families and their unique goals, which enables you to provide the very best client services in a non-advice-related supporting role. Your focus is on becoming a well-liked, trusted contact for our clients where you become part of an indispensable service team in their lives. Your primary job responsibility is to excel in a supportive role that creates “raving fan” clients who refer others to our firm.

You will have a high-level overview of all of our services and be familiar with all of our clients so that you know where to go. You will serve as the first line of defense for client inquiries whether by email, phone call, text messages, and case handling.

Responsibilities and Duties

• Work closely with team members to manage all operational and administrative aspects of our client relationships and daily operations 
• Excel in administrative, operational and client service support 
• Help keep the service team working together smoothly and efficiently
• Professionally answer phone calls and emails
• Schedule and confirm appointments for leads and clients when necessary
• Act as a primary contact for handling client meetings and transactions, responding to and resolving routine client inquiries by addressing cases in our Client Relationship Manager (CRM) queues
• Resolve routine administrative problems directly, request assistance or escalate to advisors for more complex problems
• Assist with organizing and tracking new business activities
• Distribute 401(k) proposal documents as needed
• Follow up with leads who have received a proposal
• Prepare materials for meetings, as needed
• Learn and use the firm’s workflow system on a daily basis
• Assist with any compliance related duties
• Keep client information in CRM current and enter updates
• Send and process secure documents from clients
• Process client forms requiring physical and e-signatures
• Complete new account openings and client accounts transfers with our investment custodian
• Complete IRA rollovers to clients’ 401(k) accounts
• Be proficient with Pardot in order to be a primary user for email communications
• Assist in supporting the year-end process for our retirement plan clients
• Create professional emails and documents as needed
• Support Administrative Specialist in generating invoices and process payments
• Collaborate with team members on internal projects
• Assist with training others in this role as the firm continues to grow
• Other duties as assigned

Qualifications

• 1 - 3 years of recent, relevant experience is preferred.
• Proficiency with Google Suite, Microsoft Office, Salesforce, and DocuSign is desired.
• Exceptional organizational skills and strategic initiative towards implementing new process improvements.
• Ability to do what you say you will do, when you say you will do it. When you take ownership of a task or project, everyone else on the team should feel comfortable knowing that it is taken care of.
• Clear, accurate, and confident written and verbal communication.
• Ability to maintain a high level of confidentiality.
• Aptitude for and comfort with technology.
• Service-minded, both in service to our clients and to the rest of our team.
• Able to be empathetic and conduct fluid conversations with all different age groups and personality types.
• Fun to work with and enjoyable to be around.
• Experience operating in a paperless environment is a plus.
• Knowledge and experience with Chick-fil-A culture is a plus.

Location

Wherever you want as long as there is wi-fi availability/access. We use technology (Slack, Zoom, screen-sharing, etc.) that allows us to operate as a team regardless of location.

Compensation

Our firm compensates team members competitively in order to attract and retain the best people. We use industry benchmarking surveys to measure the compensation range for a given role and strive to meet the industry average while utilizing incentive programs to take total compensation above average.

Benefits

• Flexible work schedule.  We work hard and trust that all team members will do the same, so we operate with a flexible work environment. That said, we expect that everyone will typically be available during working hours (8:30a - 5:00p in the time zone that you live), which is necessary for us to operate as a team and serve our clients.
• Unlimited vacation time for full-time employees. 
• Health Reimbursement Account (HRA) for full-time employees.
• 401(k) retirement plan participation + company match after 6 months of employment.
• Annual professional development allowance. 
• Education reimbursement opportunities. 
• Complimentary financial planning and investment management services.

Culture

Culture is one of our biggest assets and we strive daily to nurture and protect it. You must embody our core values: Trust, Generosity, Better Together, Quality, and Growth. We refer to these core values in every part of the business including our hiring process, our onboarding of new team members, our performance review process, our incentive programs, and - when necessary - our separation process. Our firm is small, friendly, and informal; we value collaboration and open and honest communication. We hold ourselves to very high standards: we expect excellence from ourselves and each other. We are looking for others who value these same principles.

Application Method

We would like to have you submit a 2-minute video introducing yourself and why you think you would be a good fit at Pandowealth. The link can be submitted to talent@pandowealth.com along with your cover letter and resume.

Role Overview

You will be the liaison between our vendors and business partners and our service team. This role is generally inward facing with limited direct client interaction. You will be expected to gain knowledge, practical experience and skills in handling all aspects of the firm’s services. 

You are part of a service team, which includes Client Service Associates, Service Advisors, and Lead Advisors. You are responsible for working alongside our Service Advisors and Lead Advisors to construct detailed, effective financial and investment plans in a timely manner by using our firm’s chosen software applications. You must be able to design and discuss with the team thoughtful and appropriate financial planning advice for each client. You and the advisors will work together to decide on the most appropriate planning solutions for each client. The goal is for the Associate Advisor to begin to be responsible for relationships by communicating with or responding to client needs without a Service Advisor present. You will also serve as the primary communicator to the Client Service Associates that are part of your service team. You assist with managing all planning and administrative tasks that need to be completed for each client. Your goal is to excel in a supportive role that creates “raving fan” clients who refer others to our firm.

Responsibilities and Duties

• Create proposed investment portfolios
• Prepare material & content for monthly maintenance calendar deliverables
• Work alongside the Lead Advisor, Service Advisor and Client Service Associate(s), as appropriate to execute client deliverables 
• Assist with organizing securities trades
• Prepare initial plan deliverables and recommendations 
• Be proficient with using our Cloud-based CRM
• Be proficient with using financial planning software
• Be proficient with using portfolio management software
• Be proficient with using document management software 
• Build relationships with key professionals
• Maintain current knowledge of all company, company’s affiliates, custodial, and industry policies, procedures, and regulations
• Complete continuing education as required and/or needed to fulfill duties
• Attend conferences, workshops and training as directed or agreed to 
• Assist in training new hires
• Ensure all business processes are moving forward
• Manage client connections within financial planning software to ensure all are connected and updating
• Create 401k proposal
• Generate annual generosity report
• Prepare information for personal planning and retirement plan proposals
• Prepare current year-to-date Deferral Review & Projections
• Participate in 401k year-end testing and true-up process
• Conduct 401k Participant Coaching Calls
• Conduct data entry for individual and business tax returns
• Rollover prior year tax returns and prepare projections for upcoming years and scenarios
• Acquire and develop skills and experience which lead to a Service Advisor position
• Any other duties and responsibilities that are typically associated with this position

Qualifications

• 1 - 3 years of recent, relevant experience is preferred.
• Proficiency with Google Suite, Microsoft Office, Salesforce, and DocuSign is desired.
• Exceptional organizational skills and strategic initiative towards implementing new process improvements.
• Ability to do what you say you will do, when you say you will do it. When you take ownership of a task or project, everyone else on the team should feel comfortable knowing that it is taken care of.
• Clear, accurate, and confident written and verbal communication.
• Ability to maintain a high level of confidentiality.
• Aptitude for and comfort with technology.
• Service-minded, both in service to our clients and to the rest of our team.
• Able to be empathetic and conduct fluid conversations with all different age groups and personality types.
• Fun to work with and enjoyable to be around.
• Experience operating in a paperless environment is a plus.
• Knowledge and experience with Chick-fil-A culture is a plus.

Location

Wherever you want as long as there is wi-fi availability/access. We use technology (Slack, Zoom, screen-sharing, etc.) that allows us to operate as a team regardless of location.

Compensation

Our firm compensates team members competitively in order to attract and retain the best people. We use industry benchmarking surveys to measure the compensation range for a given role and strive to meet the industry average while utilizing incentive programs to take total compensation above average.

Benefits

• Flexible work schedule.  We work hard and trust that all team members will do the same, so we operate with a flexible work environment. That said, we expect that everyone will typically be available during working hours (8:30a - 5:00p in the time zone that you live), which is necessary for us to operate as a team and serve our clients.
• Unlimited vacation time for full-time employees. 
• Health Reimbursement Account (HRA) for full-time employees.
• 401(k) retirement plan participation + company match after 6 months of employment.
• Annual professional development allowance. 
• Education reimbursement opportunities. 
• Complimentary financial planning and investment management services.

Culture

Culture is one of our biggest assets and we strive daily to nurture and protect it. You must embody our core values: Trust, Generosity, Better Together, Quality, and Growth. We refer to these core values in every part of the business including our hiring process, our onboarding of new team members, our performance review process, our incentive programs, and - when necessary - our separation process. Our firm is small, friendly, and informal; we value collaboration and open and honest communication. We hold ourselves to very high standards: we expect excellence from ourselves and each other. We are looking for others who value these same principles.

Application Method

We would like to have you submit a 2-minute video introducing yourself and why you think you would be a good fit at Pandowealth. The link can be submitted to talent@pandowealth.com along with your cover letter and resume.

Role Overview

We seek someone to join our team in a critical role: Certified Public Accountant with tax prep and bookkeeping experience to lead in Tax Preparation, Planning, and Bookkeeping. These services are offered exclusively to our niche of Chick-fil-A Operators and Support Staff and only in conjunction with comprehensive financial planning services. Our firm takes an ensemble approach, and we work together on all clients rather than siloed books of business. Finally, we take a multi-disciplinary approach to providing advice to clients so you'll get to work across service lines (Financial Planning, Investment Management, Retirement Plan Services, Charitable Giving Planning, Tax Prep/Planning, and Bookkeeping).

This role will serve as the tax expert and coordinate all aspects of the tax relationship. This position is client facing, so the perfect candidate will have excellent communication skills, enjoy interacting and building client relationships and provide timely and high-quality deliverables that exceed client expectations. Your primary responsibility will be to ensure that clients are receiving sound accounting and tax advice as well as accurate tax information. You will work in conjunction with the client service team to develop documents (whether in electronic or in paper form) for clients. You are part of a service team which includes Client Service Associates, Associate Advisors, Service Advisors and Lead Advisors. You are responsible for working alongside our advisors to construct detailed, effective accounting and tax information in a timely manner by using our firm’s chosen software applications. You and the advisors will work together to decide on the most appropriate solutions for each client. You oversee all accounting and bookkeeping tasks that need to be completed for each client. Your goal is to excel in an accounting role so that you create “raving fan” clients who refer others to our firm.

Responsibilities and Duties

• Oversee/Prepare Business and Personal Tax Returns
• Conduct tax research and be subject matter expert for firm and clients
• Lead and train others to grow in the tax division
• Oversee Bookkeeping service launching in 2021
• Develop and improve processes, technology, and related infrastructure
• Comply with local, state, and federal government reporting requirements
• Maintain excellent organization and planning, analytical, communications, and decision-making skills
• Prioritize workload, meet deadlines and manage multiple clients simultaneously

Qualifications

• Candidates must have a Bachelor's degree in Accounting, Taxation, Finance, or related field.
• CPA license required.
• 3 - 5 years of recent, relevant accounting experience is preferred.
• Experience with QuickBooks is required. Intuit ProConnect experience is a plus.
• Thorough knowledge of bookkeeping and generally accepted accounting principles.
• Thorough knowledge of taxation.
• Awareness of the workings or needs of a Registered Investment Advisor wealth management firm is a plus.
• Proficiency with Google Suite, Microsoft Office, Salesforce, and DocuSign is desired.
• Exceptional organizational skills and strategic initiative towards implementing new process improvements.
• Ability to do what you say you will do, when you say you will do it. When you take ownership of a task or project, everyone else on the team should feel comfortable knowing that it is taken care of.
• Clear, accurate, and confident written and verbal communication.
• Ability to maintain a high level of confidentiality.
• Aptitude for and comfort with technology.
• Service-minded, both in service to our clients and to the rest of our team.
• Able to be empathetic and conduct fluid conversations with all different age groups and personality types.
• Fun to work with and enjoyable to be around.
• Experience operating in a paperless environment is a plus.
• Knowledge and experience with Chick-fil-A culture is a plus.
• CFP® Designation is a plus.

Location

Wherever you want as long as there is wi-fi availability/access. We use technology (Slack, Zoom, screen-sharing, etc.) that allows us to operate as a team regardless of location.

Compensation

Our firm compensates team members competitively in order to attract and retain the best people. We use industry benchmarking surveys to measure the compensation range for a given role and strive to meet the industry average while utilizing incentive programs to take total compensation above average.

Benefits

• Flexible work schedule.  We work hard and trust that all team members will do the same, so we operate with a flexible work environment. That said, we expect that everyone will typically be available during working hours (8:30a - 5:00p in the time zone that you live), which is necessary for us to operate as a team and serve our clients.
• Unlimited vacation time for full-time employees. 
• Health Reimbursement Account (HRA) for full-time employees.
• 401(k) retirement plan participation + company match after 6 months of employment.
• Annual professional development allowance. 
• Education reimbursement opportunities. 
• Complimentary financial planning and investment management services.

Culture

Culture is one of our biggest assets and we strive daily to nurture and protect it. You must embody our core values: Trust, Generosity, Better Together, Quality, and Growth. We refer to these core values in every part of the business including our hiring process, our onboarding of new team members, our performance review process, our incentive programs, and - when necessary - our separation process. Our firm is small, friendly, and informal; we value collaboration and open and honest communication. We hold ourselves to very high standards: we expect excellence from ourselves and each other. We are looking for others who value these same principles.

Application Method

We would like to have you submit a 2-minute video introducing yourself and why you think you would be a good fit at Pandowealth. The link can be submitted to talent@pandowealth.com along with your cover letter and resume.