Senior Client Services Associate

REMOTE, Wealth Management Administrative Support - Amazing Benefits + Profit Sharing

This Jobot Job is hosted by: Devin Camp
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $55,000 - $75,000 per year

A bit about us:

We are seeking a dynamic and highly-motivated Senior Client Services Associate to join our growing team. This is an exceptional opportunity for a dedicated professional to play a pivotal role in the wealth management industry. The successful candidate will have a hands-on role in managing and maintaining client relationships, providing exceptional service, and driving the success of our business.

Why join us?

• Remote flexibility
• Competitive salary + bonus
• 401k with match + profit sharing
• Tuition reimbursement
• Paid parental leave
• Health benefits + HSA + wellness resources
• Employer paid life and disability insurance
• Generous PTO + 10 paid holidays

Job Details

Responsibilities:
1. Managing and maintaining client relationships, ensuring all client needs are met promptly and professionally.
2. Assisting with client onboarding, ensuring a smooth and seamless transition for new clients.
3. Preparing for and attending client meetings, providing key insights and updates on investment accounts.
4. Managing investment accounts, including the execution of trades, monitoring of account performance, and coordination of account-related paperwork.
5. Prioritize and successfully manage multiple simultaneous tasks with exceptional organizational skills
6. Collaborating with team members to ensure client satisfaction and business growth.
7. Staying updated on industry trends and regulatory changes to provide the best advice and service to clients.

Qualifications:
1. A minimum of 2 years of experience in financial services preferred.
2. Proven experience with client onboarding, meeting preparation, and investment account management.
3. Series 7, 66, 63, or 65 license preferred.
4. Experience in investment planning and a strong understanding of financial markets and instruments.
5. Exceptional interpersonal skills with the ability to build strong relationships with clients.
6. Excellent communication skills, both written and verbal.
7. Strong problem-solving skills with the ability to make decisions under pressure.
8. Detail-oriented with exceptional organizational skills.
9. Proficiency in financial software and Microsoft Office Suite.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.