Wealth Management Professional

2 weeks ago


Harrisonburg, Virginia, United States TalentWealth Full time
{"title": "Wealth Management Associate", "description": "Client Service Expertise

TalentWealth Recruiting is seeking a skilled Client Service Expert to join our team. As a Wealth Management Associate, you will provide exceptional support to our financial advisors and clients, ensuring seamless service delivery and fostering strong relationships.

Key Responsibilities
  • Manage client inquiries and requests, providing timely and accurate responses.
  • Collaborate with financial advisors to prepare for client meetings, ensuring relevant information is readily available.
  • Process new account openings, transfers, and closed account processing for the advisor's client base.
  • Coordinate and process paperwork as needed for accounts and client relationships.
  • Maintain accurate client information and account records according to our electronic archiving procedure.
  • Document client servicing activities on our portfolio management system according to firm procedures.
Requirements
  • Bachelor's degree
  • FINRA Series 7, 66 preferred
  • 3+ years of experience in client service with an RIA or financial advisory practice
  • Knowledge of the financial services and investments industry
  • Polished and organized
  • Excellent verbal and written communication
  • Attention to detail and ability to multitask
  • Strong initiative and work ethic, and 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
About the Opportunity

This role offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth with TalentWealth Recruiting.

", "lang_code": "en"}

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