Client Service Advisor

HERE’S THE DESCRIPTION IN HRM:

REPORTS TO: Manager, Client Teams and Services

LOCATION: Atlanta, Georgia

We believe the wealth management industry is broken. It has become a commodity that focuses on numbers alone – how much and by when – and it is fast being challenged by software and robo-advisors.

At JOYN, we’ve invested a decade developing a new wealth management model – Behavioral Wealth Management. This model recognizes that money matters; it’s just not all that matters. Traditional wealth management focuses on numbers alone, not necessarily on helping clients understand how to use ALL of their resources (rather than just their money) to navigate critical life decisions. Our model combines expertise in wealth management, the science of stress & decisions, life event experience, and passion for “the human factor.” This allows us to guide clients through personal & professional decisions — especially stressful and expensive life challenges — and empowers our clients to build a truly exceptional life.

If you are tired of exclusively having money-focused conversations that ignore your clients’ life circumstances, passions, and desires for a more meaningful and joyful life, consider joining our team as we seek to revolutionize the wealth management world.

WHAT YOU’LL DO AS A CLIENT SERVICE ADVISOR

The Client Management Group at JOYN consists of a team of professionals who are responsible for ensuring that our prospects and clients receive outstanding service. The primary function of the Client Service Advisor in this department is to support JOYN’s Advisors as they deliver service to our clients.

Key responsibilities:

Preparing paperwork for client meetings, performing research as necessary to ensure that this paperwork is completed accurately
Completing applications, maintaining client accounts, communicating with custodians to resolve issues
Delivering seamless implementation of services and products
Taking client calls – determine which matters can be handled independently and which should be referred to the Associate Advisor or other team member
Coordinating with other team members to ensure that the team’s goals and deadlines are met, working with team of CSA’s to provide seamless back up and workflow
Respond to client inquiries and/or issues as appropriate
Prepare, edit and proofread various types of client correspondence
Keeping advisors and associate advisors informed of the status of tasks and projects
Maintaining compliance with regulatory requirements
Scheduling, filing, lunch ordering and other miscellaneous administrative tasks
Keeping up to speed with in-office training on all new technology implementations
Attending client meetings as necessary to take notes and complete paperwork
Input financial planning data and run basic financial plans
Request trades based on advisor and client needs
Create complex spreadsheets based on client data and reporting needs
ARE YOU A FIT?

Do you have:

Minimum of 3 to 5 years of directly related experience – this includes experience in brokerage houses, financial services firms, or the financial planning and/or wealth management departments in a bank. Candidates without related experience will not be considered
Experience managing client relationships in advisory capacity a plus
Ability to adapt to new and changing technology, industry advancements and efficiencies
High level of attention to detail
Ability to consistently deliver high quality results
Goal- and service-oriented professional who is comfortable in a highly team-oriented environment
Excellent verbal and written communication skills
Strong work ethic
Ability to work with various personality types
Expert mastery of Excel
Active Series 6 or 7 license and Series 63 or Series 66 license required

WHO WE ARE

In 2014, JOYN was ranked by REP. Magazine as the 98th largest independent registered investment advisor in the United States by total assets under management. Founded by David & Matthew Geller in 1991, the company began developing the foundation for Behavioral Wealth Management in 2005. Over the years, the firm and its team members (average tenure of all JOYN employees as of August 2016: 9.2 years) have garnered a variety of local and national accolades for their services and accomplishments. The firm serves the needs of high net worth individuals, privately-owned businesses and their families and has more than $1.1 billion in assets under management as of June 30, 2016.

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FORMATTING FOR SFA POSITION – TRY TO MATCH

We believe the wealth management industry is broken. It has become a commodity that focuses on numbers alone – how much and by when – and it is fast being challenged by software and robo-advisors.

At JOYN, we’ve invested a decade developing a new wealth management model – Behavioral Wealth Management. This model recognizes that money matters; it’s just not all that matters. Traditional wealth management focuses on numbers alone, not necessarily on helping clients understand how to use ALL of their resources (rather than just their money) to navigate critical life decisions. Our model combines expertise in wealth management, the science of stress & decisions, life event experience, and passion for “the human factor.” This allows us to guide clients through personal & professional decisions — especially stressful and expensive life challenges — and empowers our clients to build a truly exceptional life.

If you are tired of exclusively having money-focused conversations that ignore your clients’ life circumstances, passions, and desires for a more meaningful and joyful life, consider joining our team as we seek to revolutionize the wealth management world.

REPORTS TO: Executive VP, Client Experience & Operations


MISSION OF A JOYN SENIOR FINANCIAL ADVISOR

Grow firm revenue via relationship building with qualified prospects and help existing clients make better decisions for themselves while serving as brand ambassador.

OUTCOMES EXPECTED

  • Generate new clients with an annual recurring revenue minimum of $150,000 and a minimum of 5 clients.
  • Deliver, with the JOYN team, a complete Behavioral Wealth Management client experience. Success will be measured with two metrics. The first metric is that clients respond positively to an annual survey asking if JOYN helped them make a better life decision during the prior 12 months. The second is that the advisor will have a 97% or greater client retention.
  • On an ongoing basis, positively participate in and contribute to output of one to two JOYN forums (teams, committees, advisory councils, etc.) to increase sales and / or enhance Behavioral Wealth Management delivery
  • Community – Help build JOYN’s Behavioral Wealth Management Community by driving attendance of clients, centers, and prospects to JOYN workshops.

ROLE-BASED COMPETENCIES REQUIRED

  • Achievement Motivation – Demonstrates a strong desire to succeed, a focus on goals and a spirit of constructive competitiveness
  • Emotional Intelligence – Empathizes with and understands the emotions and motivations that underlie human behavior (i.e., how well one reads other people and him/herself)
  • Persuasion – Demonstrates ability to persuade others to pursue a course of action
  • Closing – Demonstrates ability to close the sale
  • Resilience – Functions effectively even when faced with rejection or stressful situations
  • Accountability – Views oneself as responsible for his/her own success or failure to a great degree
  • Sourcing – Demonstrates ability to generate new qualified leads
  • Intelligence – Quickly learns, understands, and absorbs new information

CULTURE-BASED COMPETENCIES REQUIRED

  • Honesty / Integrity – Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
  • Communicating Effectively – Seeks first to understand, then to be understood. Listens intentionally & clarifies understanding. Presents information in a crisp, easily understood manner with the intended audience in mind.
  • Demonstrating Adaptability – Demonstrates a positive, can-do attitude in response to stressful situations. Embraces change and acts as change champion for teammates and organization.
  • Proactivity – Acts without being told what to do. Brings new ideas to the company. Looks for ways to be of assistance to team members when their workload is heavy.
  • Personal Credibility – Demonstrates concern that one be perceived as responsible, reliable, and trustworthy. Does what he or she commits to doing. Carries fair share of the workload. Takes responsibility for own mistakes. Conveys command of relevant facts and information.
  • Teamwork – Understands the importance of achieving team goals and contributes/initiates solutions. Demonstrates a cooperative spirit and contributes to a positive and supportive work environment. Supportive of team decisions and trusted by others.

Intrigued? Let us know via the form at the top of this page!

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