Seeking a Wealth Management Client Associate to join our client's team. Our client has over 20 years of proven wealth and investment management success.
As a Wealth Management Client Associate, you will develop relationships with clients. This highly visible role is a challenging and rewarding opportunity to support a Financial Advisor. This role is an instrumental component of a successful investment advisory practice.
**This is an ON-SITE role. Local candidates only; not open to relocation at this time.**
Key Responsibilities:
- Build sustainable relationships and trust with clients.
- Take ownership of client issues and follow problems through to resolution.
- Improve client experience to facilitate organic growth of the practice.
- Successfully manage a high volume of emails, calls, and tasks including but not limited to establishing client profiles, opening new accounts, tracking and reporting on incoming, outgoing, and internal asset transfers, and preparing authorization documents for establishing and updating accounts.
- Ensure regulatory compliance is followed.
- Process Required Minimum Distributions.
- Develop and maintain a knowledge base of evolving products and services.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field
- 2+ years' experience in the wealth management industry in a client-facing role.
- Comprehensive knowledge of the investment industry.
- Experience with CRM systems.
- Intermediate to Advanced level skills in MS Excel, Word, and Outlook.