Client Services Wealth Management

Client Services Wealth Management

Our client a leading wealth management firm is seeking a highly motivated and dynamic individual to join our team as a Client Services Wealth Management professional. In this role you will be able to work closely with our clients and provide exceptional service and support in managing their wealth. We are looking for someone passionate about finance who has excellent communication skills and who is committed to delivering the highest level of client satisfaction.

Responsibilities:

Build and maintain strong relationships with clients acting as their primary point of contact for all wealth management needs

Provide personalized financial planning and investment advice to clients based on their individual goals and risk tolerance

Assist clients in developing and implementing comprehensive wealth management strategies

Execute trading and rebalancing process including but not limited to portfolio.

Resolve client service issues and requests from Wealth Managers and Clients

Coordinate with internal teams such as investment research and operations to ensure seamless client service delivery

Stay uptodate with industry trends regulations and best practices in wealth management

Qualifications:

Bachelors degree in Finance Economics or a related field

Minimum of 3 years of experience in wealth management or financial advisory

Strong knowledge of investment products financial markets and portfolio management

Excellent interpersonal and communication skills

Ability to build and maintain strong client relationships

Detailoriented with strong analytical and problemsolving skills

Proficient in Microsoft Office Suite and financial planning software

Series 7 and 66 licenses preferred

We would love to hear from you if you are looking for an exciting opportunity to work in a collaborative and clientfocused environment.