If you are a Client Service Associate with experience, please read on!
Job Title: Client Service Associate
Location: Orland FL
Salary: 70-90k + Annual Bonuses + Full Benefits + PTO + Profit Sharing
Requirements: Series 7, 63, and 65 are huge pluses!
We are an established and expanding wealth management firm is looking for a Senior Associate and or Private Client Services, to be apart of driving the success of our clients nationwide, and helping advisory teams in all aspects of wealth management.
The Senior Associate enhances the client experience by providing exceptional client service through operational support to one or more Wealth Advisors. Senior Associates work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. We offer a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, and our clients.
Overall:
Cultivating and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
Preparing for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
Coordinating the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
Maintaining and tracking prospect and client engagement in the relationship management system.
Be the SME for all client service-related processes and systems and promote best practices for junior team members.
Review and facilitate resolution of client inquiries and operational items.
Assist Wealth Advisors Team in preparing allocations and coordinating investments according to firm and strategy stated guidelines.
Manage the onboarding of new client accounts which includes collecting required documents and client information through in-person meetings or on calls with clients.
Liaise with custodian partners and internal departments.
- Series 63, Series 7, Series 65 are not required but a huge plus.
- Previous experience at an RIA or bank.
- Previous Customer Service Experience
-Bachelors degree.
-Series 65 or 66 required or must be attained within the timeframe determined by manager.
-Minimum of 3 years serving wealth management clients or other relevant industry experience.
-Takes ownership of all aspects of client engagement.
-Self-starter who actively sees projects through to completion while maintaining a high level of communication with team members.
-Exceptional interpersonal and client service skills.
-Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
-Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
-Ability to adapt to a rapidly changing and fast-paced business environment.
- Vacation/PTO: 2 weeks vacation
- Medical: 100% paid for Employee
- 401k: 3% Match
- Bonus: Discretionary Bonus
So, if you are a Client Service Associate with experience, please apply today!
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Destiny Ziarkowski
Benefits- Vacation/PTO: 2 weeks vacation
- Medical: 100% paid for Employee
- 401k: 3% Match
- Bonus: Discretionary Bonus
Applicants must be authorized to work in the U.S.
Liana Pryor is recruiting for this position and the positions below.
Email me to apply for this position
Employees will receive paid leave to the extent required by state or local law
CyberCoders, Inc is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
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