Wealth Management Associate

2 weeks ago


Ridgeland, South Carolina, United States Dividend Assets Capital Full time

**Overview:**

At Dividend Assets Capital, LLC, we pride ourselves on delivering personalized investment strategies for successful families, individuals, institutions, and investment advisors. As a Client Services Associate, you will have the opportunity to work closely with our experienced team to ensure a positive client experience.

**Key Responsibilities:**

- Assist with client services, including processing account administration requests and resolving inquiries.

- Provide administrative support to portfolio managers, including preparing account paperwork and verifying account maintenance items.

- Maintain accurate and up-to-date records, including account information and client files.

- Coordinate client events and seminars, and provide general administrative support as needed.

**Requirements:**

- Bachelor's Degree in business, marketing, finance or another relevant field.

- Five years of relevant client services experience.

**Estimated Salary:** $62,000 - $82,000 per year, depending on experience.



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