Wealth Management Associate
4 days ago
We're seeking a highly skilled Client Service Representative to join our team at Long's Human Resource Services in Mobile, AL. As a key member of our client-facing team, you will play a crucial role in delivering exceptional support to clients. Your primary responsibilities will include maintaining client relationships, responding to inquiries, and coordinating with other professional advisors.
About the Job:
- Maintain client relationships and respond to inquiries in a timely and professional manner.
- Coordinate with clients' other professional advisors and prepare materials for client meetings.
- Act as a liaison between ICs, PMs, and other team members to ensure seamless communication and collaboration.
- Collaborate with our operations team to support corporate initiatives and provide backup support to other ICs when needed.
- Assist with ongoing and periodic projects, such as tracking required minimum distributions and monitoring IRA/Retirement plan contributions.
Requirements:
- Bachelor's degree from an accredited university preferred.
- Previous experience in financial services, accounting, or a similar field is highly desirable.
- Proficiency in Microsoft Office suite and strong technological competency.
- Strong customer service orientation, excellent organizational skills, ability to multi-task, commitment to client confidentiality, and ability to work effectively in collaborative settings.
Compensation:
A competitive salary of $45,000 - $60,000 per year, depending on experience, plus benefits.
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