The Client Service Associate (CSA) works with Relationship Managers and Partners to service existing and new client relationships with an emphasis in the areas of tax preparation and planning. financial and estate planning.
Key Duties and Responsibilities:
Critical Skills and Attributes
About Heritage Wealth Advisors:
Heritage is an independent advisory firm and serves in a fiduciary capacity for its clients. We provide high end, customized financial planning, investment advisory services, and tax planning for individuals, families, and non-profit organizations.
Integrity: Wedo the right thing even when no one else is looking. We conduct business to the highest standard of professional behavior and ethics. We are transparent, honest and ethical in everything we do.
Passion: We are passionate about what we do. We demonstrate unquestioned commitment to integrity in our personal and professional activities and respect the confidential nature of our business. We have an ardent desire to help clients achieve their personal goals.
Collaboration: Teamwork is central to everything we do. We express opinions positively and constructively, focusing on solutions rather than on problems. We exhibit good listening skills and respect the opinions of others. We demonstrate a willingness to do whatever it takes, regardless of role, to meet client expectations. We share the burden with our team members during heavy work periods.
Intellectual Curiosity: We are naturally curious and have a fervent desire for continuous learning. We are not afraid to ask questions, and respectfully challenge answers.
Heritage Wealth Advisors is a Registered Investment Advisor (RIA). We are a fiduciary and deliver investment and consulting services to clients on a fee-only basis. We serve both regional and national clients. Our comprehensive service model integrates investment management, financial planning, tax planning and preparation, and charitable giving to help our clients reach their life goals and live their lives fully. For more information on Heritage, please visit our website at www.heritagewealth.net.
Heritage Wealth Advisors