Job description

Fortify Wealth is a Registered Investment Advisory Firm with a history of excellence and commitment to “WOW!” client service that spans more than 40 years. Founded in 1976 and based in St. Louis, MO, we guide successful individuals and families across the U.S. in the alignment of wealth with deeply held values and personal financial goals. As a single point of contact for all things involving a dollar sign, Fortify Wealth acts as an Advisor and financial first responder for their valued clients, providing and coordinating a full spectrum of financial services, advice, and direction.

The Client Service Manager plays a very important role in the day-to-day operations of our firm by providing overall support to Advisors, helping with critical tasks that drive productivity, and exceptional client service. The CSM should be organized, detail-oriented, and work well within a team environment. Commitment to excellence in the following responsibilities can lay a foundation for career growth at Fortify Wealth:

Key Responsibilities

1. Bookkeeping and Accounting:

· Banking; bill pay, deposits, account reconciliations and check writing

· Payroll and 401k procedures

· P&L Reports, 1099 & W2 reporting to accountant and Tax reporting to IRS

· Insurance commission tracking

2. Client Service:

· Money management: incoming deposit, outgoing transfers, checks and wires

· Account management: open, update and close accounts.

· Oversight of all client activity and notes to completion through Client Relationship Management (CRM) software

· Prepares reports and checklists as needed for client appointments, including sending out agendas

· Assembles quarterly Client Reports & fee billing for review

3. General Office:

· Manage calendar, lead weekly meeting, schedule appointments

· Prepares conference room for client meetings

· Manage phones, mail and correspondences

· Ordering of supplies, refreshments, and gifts

· Review, update and execute standard operating procedures for a variety of workflows

Experience, Skills and Core Competencies

• 2-5 years operational experience within the financial services industry; specifically, in a broker/dealer or Registered Investment Advisory firm environment
• Ability to work independently to research and resolve client issues
• Must be tech savvy and proficient with Microsoft Word, Power Point, and Excel

· Strong organizational, analytical, and communication skills

· Ability to work effectively in a deadline-oriented environment

· Commitment to training in a variety of software programs and websites

· Excellent written and verbal communication skills

Compensation

Competitive salary commensurate with experience and industry knowledge.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Saint Louis, MO 63122: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Preferred)
• Financial services: 2 years (Preferred)

Work Location: One location

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