Woodward Financial Advisors (Chapel Hill, NC) Seeking Client Experience Specialist

Woodward Financial Advisors is seeking a Client Experience Specialist to join our growing independent Wealth Management firm located in Chapel Hill, NC. Come be a part of our team of hard‐working, dedicated and fun-loving individuals! The Client Experience Specialist is a core operations role that will make immediate meaningful impact. You’ll be integral in leading our back-office functions and providing a high level of operations and administrative related service to our end-clients and internal advisory teams. If you aren’t scared of obstacles, you never quit, you have “goal endurance”, and if you say “I will” as opposed to “I will try”, we want to meet you! This role has wide-ranging potential. Depending on interest levels and skill sets, we can see the Client Experience Specialist as being a career role or an entry point to a future advisory track opportunity.


What you’ll get to do immediately:

  • Serve as the go-to team member for anything related to existing client paperwork, including form preparation, obtaining client signatures, document submission, moving money, and follow-ups
  • Onboard new clients to our custodians
  • Perform account maintenance tasks for new and existing clients, including account transfers, rollovers, retitling, and beneficiary designations.
  • Assist clients with accessing their online portals for viewing their account information.
  • Upkeep the firm’s management fee information and perform quarterly billing tasks.
  • Communicate with clients on the status of cash distributions/deposits, and all operations type service requests
  • Serve as the firm's administrator for our managed 529 college savings accounts.
  • Assist with developing and refining internal work-flow systems, including implementing adjustments to business processes in our client relationship management (CRM) software
  • Take the Financial Paraplanner Qualified Professional (FPQP) program, beginning within six months of hire

You are a good fit if you:

  • Are supremely organized and intensely detail-oriented
  • Have a demonstrated affinity for operations and procedures
  • Can identify and meet client and custodian needs and requirements on time
  • Have the ability to prioritize multiple different tasks and projects
  • Are a self-starter with a passion for delivering exceptional client-centered service
  • Possess exceptional interpersonal skills
  • Can work independently, performing multiple tasks efficiently and seeing them through to completion
  • Show confidence when dealing with clients and fellow team members
  • Can write clearly and concisely
  • Have a Bachelor’s degree or higher
  • Have a good working knowledge of the Microsoft Office suite

You are a GREAT fit if you have ALL of the above qualities, plus…:

  • Consistently wonder how you can make a positive, lasting difference in someone’s life
  • Have always wanted a job title of “Problem Solver”
  • Live for organization, as well as structure and systems, yet can still think creatively
  • Know that it’s always paying attention to the little things that separates the good from the great firms
  • Derive immense satisfaction when paperwork is filled out correctly
  • Desire and thrive with plenty of autonomy
  • Have an unexplainable love of checklists, processes and procedures
  • Regularly find yourself thinking about how to improve current systems
  • Have not only heard of the TD Ameritrade Institutional and Fidelity Institutional, and Schwab custodial platforms but also have experience working with them

Who we are:
Our firm’s culture and human capital are our most important assets. In addition to placing strong importance on hiring and retaining the best and brightest minds, we walk our talk by providing:

  • A competitive base salary with bonus, and demonstrated career track
  • Health, dental and vision insurance
  • 401k, with annual employer contribution
  • Educational reimbursements (continued education, conference attendance, training budget, etc.) as well as paid professional dues
  • Mentorship and learning opportunities in a collaborative team environment
  • A one-month paid sabbatical after being with the firm for five years, and every five years thereafter

Where we live and why we love it:
Pursuing a career in Chapel Hill, NC means you will enjoy a historical trend-setting location full of outdoor sights, a multicultural university town, and a great quality of life. We are:

  • Located midway between the beautiful Blue Ridge Mountains and wonderful sandy beaches of the North Carolina coast
  • Regularly on the list of “Best Workplaces for Commuters”
  • Ranked #3 on Newsmax magazine’s list of “Top 25 Most Uniquely American Cities and Towns”
  • Conveniently located within proximity to the Raleigh-Durham (RDU) airport
  • Home to the University of North Carolina, the oldest state supported university in the United States and one of the top public universities in the country


Interested applicants should send their resumes to: jmiller@woodwardadvisors.com