Job Description

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.

• Integrity:

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.

• Curiosity:

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.

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