![MAP Wealth Management](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor Assistant
1 week ago
MAP Wealth Management,
a growing wealth management firm, is seeking a client service associate to assist us in our mission of helping clients achieve their financial goals.
Description
The client service associate plays a crucial role in the smooth functioning of the office.
With overall responsibility for day-to-day operations, the Team Leader must be able to work effectively with other staff members, clients, and the Wealth Advisors.
Responsibilities & Activities- Communicates, implements, and ensures compliance with guidelines and policies:
Maintains compliance policies and documentation.
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Oversees the compliance and advertising approval process.
- Oversees trading for the office:
Places trades and rebalances accounts.
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Reviews account confirmation statements.
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Sends trading-related correspondence to clients.
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Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings.
- Manages new business functions:Ø Meets with clients and starts new client forms processing.
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Handles training and continuing education for the firm.
- Coordinates team meetings:Ø Sets agenda.
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Develops and maintains written documentation (systems) of all activities.
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Performs other duties as assigned.
Knowledge, Skills, & Abilities
- Requires:Ø Excellent knowledge of the securities industry's rules and regulations
Ø Strong communication and interpersonal skills
Ø Excellent organizational and time management skills
Ø Excellent attitude and an extraordinary client service orientation
Ø Ability to handle multiple tasks and operate within tight deadlines
Ø Proficiency with Microsoft Office Suite
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At least one year of experience in a financial services firm assisting with day-to-day operations.
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A bachelor's degree is preferred.
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Attendance is an essential function.
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Salary is commensurate with experience. $60k-$90k
Benefits
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Retirement Plan
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Health Insurance
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Professional development assistance
We offer a great working environment in a beautiful and professional downtown office location. Our culture is fast-paced, motivational, and focused on improving our client's lives.
For more information about our company, please visit our website .
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