Reporting Analyst

 (This is an in-office position)

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
Thank you for your interest.

Advisor Support Specialist

 (This is an in-office position)

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:

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 3rd 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
Thank you for your interest.

Let's get acquainted.