Senior Client Service Associate Manager
4 days ago
Job Title: Senior Client Service Associate Manager
We are a locally owned wealth management firm with over $1 billion in assets. Our CEO has led our firm to become recognized for its unique engagement model, built on integrity and respect. As a team member, you will support our advisors, clients, and growth, ensuring smooth operations centered on client service.
Main Responsibilities:
- Facilitate and maintain ongoing client support
- Answer general inquiries and handle various client matters
- Research and resolve client service issues
- Prepare required documents
Requirements:
- Bachelor's degree or equivalent work experience
- Minimum 5 years of progressive client service and operations experience in investment management, financial planning, and insurance
- FINRA licensing (Series 7, 65, 66) highly preferred
Estimated Salary: $85,000 - $110,000 per year
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