Summary from listing
Shadforth Financial Group is hiring a Client Associate to support its hybrid client service delivery model. The role manages client relationships, coordinates meetings and advice documentation, supports data gathering, research, and implementation, manages workflows and client files, and acts as a liaison between clients, Private Wealth Advisers, and central support teams. Candidates should be working toward or completing relevant financial planning qualifications, have 2–4 years of experience in financial planning, client service, or advice support, and be familiar with Xplan or similar CRM systems.
