Wealth Management Professional

5 days ago


Leesburg, Virginia, United States Select Recruiting Group Full time
{"title": "Wealth Management Associate", "description": "Role Overview

Our client, a successful and fast-growing financial advisory firm, is seeking a highly motivated and detail-oriented Wealth Management Associate to join their team. The firm has expertise in wealth management and investment management.

Key Responsibilities
  • Build and maintain strong relationships with clients through open and interactive communication.
  • Take ownership of client issues and resolve them in a prompt and courteous manner.
  • Improve the client experience to drive organic growth of the practice.
  • Document all notes and action items, ensuring timely completion of commitments.
  • Manage a high volume of emails, calls, and tasks with a positive attitude, including establishing client profiles, opening new accounts, and tracking asset transfers.
  • Ensure regulatory compliance and process Required Minimum Distributions.
  • Develop and maintain a knowledge base of evolving products and services.
Qualifications
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 2+ years' experience in the financial services industry, preferably in a client service role.
  • Comprehensive knowledge of the investment industry.
  • Experience with CRM systems.
  • Intermediate to Advanced level skills in MS Excel, Word, and Outlook.
  • Strong verbal and written communication skills.

What We Offer

A dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.

", "lang_code": "en"}

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