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Wealth Management Client Service Associate

4 months ago

Naples, United States TalentWealth Full time

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Client Service Associate to their growing team. This position is 100% in-office Monday-Friday.



Essential Duties and Responsibilities:

Some of the responsibilities would be:

  • Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services requests.
  • Work closely with the financial advisor to help prepare for client meetings
  • Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client base
  • Coordinate and process all paperwork as needed for accounts and client relationship
  • Maintain all client information and account records according to our electronic archiving procedure
  • Document all client servicing activities in the appropriate system(s)


Requirements

  • Bachelor’s degree
  • Ability to obtain the Series 7 and 66 licenses
  • 2+ years of experience in client service with an RIA or financial advisory practice
  • Knowledge of financial services and investments industry
  • Polished and organized
  • Excellent verbal and written communication is required
  • Attention to detail and ability to multitask
  • Strong initiative and work ethic, and an ability to work both within a team and on a self directed basis
  • Ability and willingness to work additional hours if necessary to complete core responsibilities


This practice offers competitive compensation and benefits, an inviting work culture, and oportunities for career growth.