Senior Client Service Associate

Stratos Wealth Advisors is seeking an experienced and highly organized Sr. Client Services Associate to oversee the daily operations of their financial advisory firm.

Requirements

• Minimum of 5 years of experience in practice management or operations management
• Bachelor's degree in business administration, finance, management, or a related field
• Strong leadership and team management abilities
• Excellent organizational and multitasking skills
• High attention to detail with a focus on quality and accuracy
• Effective communication skills, both written and verbal
• Knowledge of financial advisory practices, compliance requirements, and industry standards
• Proficiency in office software (Microsoft Office Suite, CRM systems, practice management software, etc.)
• Familiarity with MoneyGuide Pro, RedTail and Orion a plus