Financial Services Associate Manager

7 days ago


Maitland, Florida, United States Transcend Practice Management Full time
Job Description

This is an exciting opportunity to join our team as a Client Service Associate, supporting the firm's mission to deliver world-class service to our clients while growing together as a team. In this role, you will be responsible for:

•Providing exceptional administrative support to Wealth Advisors, focusing on client relationships, and operational efficiency.

•Developing and implementing systems and processes to enhance client interactions and firm operations.

•Building and maintaining strong relationships with clients, colleagues, and external partners through effective communication and interpersonal skills.

•Staying up-to-date with trends and regulations within the financial planning arena to ensure the firm remains at the forefront of industry developments.

**Qualifications:**
  • Bachelor's degree or equivalent experience in an administrative role within the financial industry.
  • Three years of experience in a similar capacity, with a proven track record of delivering excellent results under pressure.
  • Series 7, Life, Health, and Annuities licenses are preferred but not required.

Why Join Us?

At Transcend Practice Management, we value diversity and inclusivity, committed to sourcing a diverse pool of applicants from various backgrounds. If you're passionate about delivering exceptional client experiences and contributing to the growth of a forward-thinking firm, we encourage you to explore this opportunity further.

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