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Wealth Management Associate

2 months ago

San Antonio, United States Argent Financial Group Full time
Job DescriptionJob Description

Wealth Management Associate


General Job Description


A Wealth Management Associate provides crucial support in investment management, trust administration, and business development. This role offers an opportunity to collaborate closely with senior professionals while gaining hands-on experience in portfolio analysis, client relations, and strategic planning. The ideal candidate will thrive in client-focused culture, possess strong analytical skills, and demonstrate a commitment to delivering exceptional service to high-net-worth clients.

Essential Duties

  • Collaborate with relationship managers to develop and execute business development plans.
  • Assist in organizing client meetings, center of influence outreach, and marketing events to enhance client relationships and business development efforts.
  • Assist in investment management activities including portfolio analysis, research, and asset allocation strategies.
  • Understand the investment process, philosophy, and investment decision procedures and how they relate to each account situation.
  • Manage client communications, transactions, and inquiries, ensuring high levels of service.
  • Coordinate with internal departments such as legal, tax, operations, and compliance to address client needs.
  • Coordinate with clients’ external professional advisors including CPAs and attorneys.
  • Prepare client presentations, proposals, and reports for meetings and reviews.
  • Maintain accurate records, databases, and documentation related to client interactions and transactions.
  • Explore and identify opportunities to improve processes impacting clients and to expand client relationships.
  • Support trust administration tasks such as client onboarding, account maintenance, regulatory compliance, and client reviews.
  • Stay updated on industry trends, regulations, and best practices related to wealth management and trust services.
  • Take ownership of coordinating members of the relationship team to address administrative matters.
  • Represent the company in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.
  • Maintain a high level of confidentiality in all matters related to internal and external clients, prospects and centers of influence.


Qualifications:


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.

  • Bachelor’s degree
  • At least two years' experience in client service with preference for financial services, accounting, tax, law, or trust administration
  • In lieu of a degree, a minimum of six years’ work experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry
  • High degree of attention to detail
  • Commitment to exceptional client service
  • Excellent verbal and written communication skills.
  • Strong numbers aptitude.
  • Ability to identify and resolve complex issues with minimal guidance.
  • Ability to manage multiple tasks.
  • Ability to review trust agreement documents and ensure compliance.
  • Strong analytical skills
  • Strong organization and prioritization skills
  • Strong and effective interpersonal skills
  • Ability to perform data entry accurately and efficiently
  • Ability to work well as part of an office team.
  • CTFA preferred or working towards a CTFA or CFP