Morgan & Shinault Wealth Advisors
Client Services Associate
Morgan & Shinault Wealth Advisors, Galax, Virginia, United States, 24333
Overview
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Morgan & Shinault Wealth Advisors is an independent wealth management firm. Our mission is to put your needs at the center of everything we do. We offer a true one-stop shop, where experienced wealth advisors and tax professionals collaborate seamlessly to maximize your after-tax wealth. We strive to provide thoughtful, transparent guidance that adapts as your life evolves. As your trusted partner, we’re dedicated to helping you achieve lasting financial well-being. We specialize in serving small business owners, high-income earners, retirees, and pre-retirees who are focused on minimizing taxes. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Role Description The
Client Service Associate (CSA)
plays a key role in supporting advisors and ensuring an exceptional client experience. This position bridges financial planning, investment management, and tax coordination by handling day-to-day client service requests, account administration, and operational support. The ideal candidate is professional, detail-oriented, and thrives in a collaborative environment focused on delivering seamless service. Responsibilities
Serve as a primary point of contact for client inquiries, account maintenance, and service requests. Assist advisors with onboarding new clients, preparing meeting materials, and maintaining accurate CRM records. Coordinate between the
wealth management
and
tax teams
to ensure consistency in client data, documentation, and planning strategies. Process account openings, transfers, deposits, withdrawals, and beneficiary updates with custodians and financial institutions. Prepare reports, performance summaries, and supporting documentation for client reviews. Support tax season activities, including gathering client documents, coordinating e-signatures, and organizing deliverables. Data entry in QuickBooks and Drake tax software. Maintain compliance with firm policies, regulatory standards, and confidentiality requirements. Contribute to a culture of continuous improvement and exceptional service Qualifications
Bachelor’s degree in Finance, Accounting, Business, or related field preferred. 1–3 years of experience in financial services, preferably in wealth management, financial planning, or tax services, preferred but not required. Strong attention to detail and ability to manage multiple priorities. Excellent communication and interpersonal skills, with a client-first mindset. Proficiency in Microsoft Office Suite; familiarity with CRM and custodian platforms (e.g., SEI, Fidelity, Redtail, etc.) is a plus. Seniority level
Entry level Employment type
Full-time
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1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Morgan & Shinault Wealth Advisors is an independent wealth management firm. Our mission is to put your needs at the center of everything we do. We offer a true one-stop shop, where experienced wealth advisors and tax professionals collaborate seamlessly to maximize your after-tax wealth. We strive to provide thoughtful, transparent guidance that adapts as your life evolves. As your trusted partner, we’re dedicated to helping you achieve lasting financial well-being. We specialize in serving small business owners, high-income earners, retirees, and pre-retirees who are focused on minimizing taxes. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Role Description The
Client Service Associate (CSA)
plays a key role in supporting advisors and ensuring an exceptional client experience. This position bridges financial planning, investment management, and tax coordination by handling day-to-day client service requests, account administration, and operational support. The ideal candidate is professional, detail-oriented, and thrives in a collaborative environment focused on delivering seamless service. Responsibilities
Serve as a primary point of contact for client inquiries, account maintenance, and service requests. Assist advisors with onboarding new clients, preparing meeting materials, and maintaining accurate CRM records. Coordinate between the
wealth management
and
tax teams
to ensure consistency in client data, documentation, and planning strategies. Process account openings, transfers, deposits, withdrawals, and beneficiary updates with custodians and financial institutions. Prepare reports, performance summaries, and supporting documentation for client reviews. Support tax season activities, including gathering client documents, coordinating e-signatures, and organizing deliverables. Data entry in QuickBooks and Drake tax software. Maintain compliance with firm policies, regulatory standards, and confidentiality requirements. Contribute to a culture of continuous improvement and exceptional service Qualifications
Bachelor’s degree in Finance, Accounting, Business, or related field preferred. 1–3 years of experience in financial services, preferably in wealth management, financial planning, or tax services, preferred but not required. Strong attention to detail and ability to manage multiple priorities. Excellent communication and interpersonal skills, with a client-first mindset. Proficiency in Microsoft Office Suite; familiarity with CRM and custodian platforms (e.g., SEI, Fidelity, Redtail, etc.) is a plus. Seniority level
Entry level Employment type
Full-time
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