Servicing Advisor

At C2 Private Wealth we value clarity, simplicity, and wellbeing. We are looking for a Servicing Advisor to join our team who feels the same way we do! If you can answer a resounding yes to the following, we want to hear from you!
It’snot just what I do,it’swhere I do it and who I work with that matter.
I am committed to working hard and value my well-being. A morning stroll with my co-workers planning the day sounds fun and refreshing (literally). Participating in developing the annual plan, teamlunchesand going on a company trip when we achieve our goal all sounds like it is right up my alley!
I love to make things better and thrive in an environment where I can make improvements anda difference. I strive to not just doa good jobbut a great one and get jazzed when I can make someone’s day.
Exceptional customerservicemeans something to me!
I use technology to its full potential and would enjoy a paperless office.
Are you looking to build a career in a growing company with a dynamic team?
We’rear elationship-focusedcompany that values our clients and our team. C2 Private Wealth works with business owners and executives providing financial wellbeing. Services include financial planning, investments, and insurance.. Since every person and companyisunique, we believe unique solutions are required. We are proud of our positive work environment where our team is given the opportunity to make a positivedifferencewhich in turn improves theirwellbeingand the company’swell being.
As a growing organization, responsibilities may evolve over time based on business needs and the employee's strengths, interests, and professional development.

Role Overview

Job Title:

Servicing Advisor

Reports To:

Vice President of Operations
Position Type:  Full-Time (37.5 hours per week), In-Person

Job Responsibilities:

Act as a trusted point of contact for an established book of clients, providing proactive, responsive, and professional ongoing service
Meet with and support the ongoing servicing and retention of existing clients to help them meet their financial needs, including but not limited to:
Always work in the best interest of clients and provide recommendations aligned with their financial goals, risk tolerance, and stage of life
Respond to client communications in a timely and professional manner, preferably within 24 hours
Use financial planning as the foundation of client advice, balancing current needs and long‑term goals while helping clients protect themselves and their families from financial risk
Manage client relationships through proactive, ongoing, and regular contact and communication
Lead annual, semi-annual, and quarterly client review meetings
Support Group Retirement Savings (GRS) enrolments and ongoing member service
Coordinate thoughtful client touchpoints, including delivery of group gifts when required
Meet with clients virtually, or at the C2 office
Complete insurance applications in accordance with company guidelines and procedures
Provide comprehensive financial planning and client service, including meeting preparation, portfolio changes and reviews, information gathering, implementation of recommendations, account maintenance, and reporting
Follow up with investment and insurance carriers to ensure requests and applications are processed quickly and accurately
Identify opportunities to improve client service and internal procedures, and assist with reviewing, evaluating, and implementing new processes
Monitor clients' investment portfolios and ensure investment recommendations and transactions comply with company and industry requirements and remain appropriate for each client's goals, risk tolerance, age, and stage of life
Prepare Progress and Evolution Report™ materials and other client meeting documentation
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