Client Services Associate - Wealth Management
Client Services Associate - Wealth Management
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$ 100000 - 100000
1 Vacancy
Job Description
This role will be a hybrid position 3 days in and 2 days work from home and will involve an initial 90 days of 5 days/week onsite during the training period.
This role requires someone with experience working at a Wealth Management / Financial Advisory firm.
Our client is a top Wealth Management Firm that provides comprehensive financial planning retirement and tax planning estate planning risk management and investment management services. The company manages approximately $5 billion in assets on behalf of clients.
We are looking for a Client Service Associate to support our client base. The ideal CSA candidate is an individual with experience supporting the unique needs of individuals and families and takes sincere pride in developing meaningful relationships with both clients and colleagues including Certified Financial Planners and Financial Advisors. Additionally the ideal CSA candidate is an individual who approaches work with a distinct sense of urgency that exceeds client relationships and at the core of each client relationship is a deep sense of trust confidentiality and genuine sincerity to serve others.
Responsibilities
- Provided client and administrative support to multiple financial advisors including the establishment of new accounts asset transfers money movements charitable support and other client directives.
- Successfully manage a high volume of emails calls and/or tasks with a positive attitude
- Monitor daily transaction activity including deposits withdrawals and receipt of securities to ensure client activities are executed promptly.
- Establishing client profiles and opening new accounts.
- Collaborate with financial advisors to offer an exceptional client experiencee including client meeting preparation and service support requests.
- Generate tax reports and occasionally collaborate with CPAs and other outside professionals to fulfill unique client financial requests.
- Contribute to the quarterly report production process.
Qualifications
- 12 years of experience in a client service support role within the Wealth Management / Financial Services industry.
- Demonstrated experience working with data and meticulous attention to detail.
- Experience maintaining and protecting sensitive and confidential information.
- A highly skilled professional with the ability to adapt to a variety of client expectations and needs.
- Strong verbal and written communication skills.
- Selfdirected highly organized individual with demonstrated ability to work in a fastpaced flexible environment.
- Intimate knowledge of Microsoft Office products and CRMs.
- Series 7 or 66 preferred but we would love to speak with you if thats something you are working towards
- Bachelors degree required
#ZR
#IND
Required Experience:
IC
Employment Type
Full-Time
