Careers

Reporting Analyst’s schedule and location:
You will be located at our office in Clearwater, FL., and will have a schedule of Monday-Friday 8am to 5pm. This is an in-office position.

Your Mission as Reporting Analyst:
The Reporting Analyst oversees and manages the big picture and details to running the office efficiently by streamlining and mastering all technology software and web-based systems the firm uses.  This person is detail oriented, well-organized, able to efficiently multi-task, has impeccable prioritization skills, and quickly learns to navigate new systems.  This position requires intelligence, strategic thinking, superior problem-solving skills, and the understanding everything is to remain confidential.

Your Duties & Responsibilities include:
Working knowledge of these areas to help troubleshoot and deliver results to our most complex clients.

Financial Reporting & Data Aggregation tools:

• Analyze and explain portfolio performance results
• Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects
• Analysis of private equity & hedge fund statements for input into system
• Work with clients and partners to resolve data issue

Develop and strengthen client relationships:

• Client on-boarding
• Client account setup & training
• Day-to-day support & issue management

Software maintenance & setup:

• System setup & configuration
• New client setup
• New financial account and asset set-up & classification
• Data feed management
• Create custom reports based on client-specific needs
• Liaise with the vendor partners for enhancements, and system & data issues

Resource Management:

• Prioritize work to ensure all projects are completed on time and to detailed specifications

Establish operational effectiveness through the development/adoption of policies, procedures, and controls. 

Required experience and qualifications:

• Minimum one (1) year of experience in similar role.
• Experience in the Financial Services Industry.
• Knowledge with portfolio accounting solutions for wealth managers.
• Ability to learn new software quickly.
• Strong MS Excel skills.
• Strong knowledge of database concepts.
• Experience with Docusign, Wealthbox, Orion Advisor, Black Diamond, or Tamarac preferred.
• Excellent written and verbal communication skills.

Required personality and behavioral characteristics:

• Gracious team member.
• Consistently demonstrates solid understanding of priorities; maintains focus and sense of urgency, while upholding respect for others.
• Work independently with minimal guidance, as well as part of a collaborative team and assume additional responsibilities as required.
• Demonstrate professionalism, maintains a polished demeanor, and positive attitude.
• Adapts well to changing plans and priorities, comfortable dealing with ambiguity.
• Maintains strict confidentiality standards, absolute discretion, and appropriate handling of highly sensitive information.
• Proactive attitude with the ability to be adaptable in changing situations and willingness to help.
• Superb organizational skills with an attention to detail.
• Energetic attitude and willingness to go above and beyond to get things done.

Compensation & Benefits:
Depending on your experience and performance record, base pay range: $60,000 – $65,000/year, along with potential for short- and long-term bonuses.

Send resume to hr@csenge.com
Thank you for your interest.

Advisor Support Specialist’s schedule and location:
You will be located at our office in Clearwater, FL., and will have a schedule of Monday-Friday 8am to 5pm. This is an in-office position.

Your Mission as Advisor Support Specialist:

Summary
As an Advisor Support Specialist, you’ll be helping to improve the lives of our clients and the well-being of their financial picture with solutions, education, and advice. This specialist manages a portfolio of business clients by maintaining relationships and providing financial advice with a focus on client experience and risk management. Csenge Advisory Group is looking for a specialist to develop new business and deepen existing relationships for our clients. Additionally, they are responsible for the completion of the essential duties and responsibilities outlined below:

A successful Advisor Support Specialist will:

• Provide the best client advice and service while developing relationships to ensure a seamless client experience.
• Regular communication with existing clients to discuss service or planning related needs.
• Strive to build and enhance relationship with existing clients to help build wallet share.
• Outbound communication with existing and prospective clients to gather information needed for advisor meetings.
• Identify new processes and best practices necessary to effectively maintain and build relationships with clients and prospects.

Advisor Support Responsibilities:

• The Advisor Support Specialist position will focus on servicing, engaging, building, and strengthening the client base for which they are responsible for supporting.
• Maintain relationships with clients and key personnel.
• Manage the day-to-day operations and servicing of clients.
• Lead end – to – end onboarding and maintenance of new and existing clients: sending out new paperwork, collecting contra-firm account statements and completing account transfers.
• Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner.
• Meet with clients to conduct plan review meetings/presentations, on an “as-needed” basis.
• Meetings (if applicable) will be held primarily in a remote setting, although on-site meetings may be required.
• Manage pre and post client meeting tasks: preparation of meeting material, post-review meeting minutes, plan amendments, fund changes etc.
• Dedicated operational and sales support to Advisors.
• Attend client events to enhance relationship.

Client Services Responsibilities:

• Complete applications and paperwork with clients, reviewing for completeness and accuracy.
• Reconcile ACATs with received positions.
• Answer client questions regarding accounts, funds, and policies; deliver policies.
• Arrange client withdrawals, wire instructions, check requests and ACH debits/credits.
• Process beneficiary changes.
• Follow-up on client services needs.
• Ongoing client contact and communications.
• Prepare cost basis for investment recommendations in financial review.
• Dividend and capital gains changes.
• Process monthly distributions.
• Check advisory accounts for quarterly fees.
• Check requests.
• Compute & process RMDs.
• Process change of address.
• Change of beneficiary requests – Investment accounts and Insurance policies.
• Cost basis calculations.
• Bank draft changes – Investment accounts and insurance policies.
• Request enforce ledgers.
• Set up clients on Orion, Wealthbox, and other appropriate systems.
• Provide information to 3^rd party professionals (CPA, attorney, etc.).

Required qualifications:

• Bachelor’s degree.
• CERTIFIED FINANCIAL PLANNER™ designation or currently studying for the CFP®.
• Minimum three (3) years in the financial services industry.
• Appropriate licenses and designations for position, or willing to obtain (MUST obtain Series 7 within 45-days of employment).
• Excellent ability to master new programs & technology.
• Experience with Wealthbox, Orion, and other wealth management software is preferred.
• Excellent oral, written, and interpersonal communication skills.
• Attention to detail with ability to multi-task.
• Proficient with MS Office, particularly Excel.
• Strong knowledge of database concepts.
• Strong Analytical and problem-solving skills, excellent attention to detail.
• Excellent written and verbal communication skills.

Send resume to hr@csenge.com
Thank you for your interest.