Senior Wealth Management Associate

2 days ago

Austin, Texas, United States Callan Capital Full time
Job Summary

Callan Capital is seeking a highly experienced Senior Associate, Client Service to join its esteemed operations team. The ideal candidate will have at least 5 years of experience working as a CSA in a wealth management firm and a proven record of providing exceptional client service.

Key Responsibilities
  • Client Relationship Management: Serve as a primary point of contact for high-net-worth clients, addressing inquiries, concerns, and requests with professionalism and efficiency.
  • Cultivate and maintain strong client relationships through proactive communication and personalized service.
Account Management:
  • Oversee the onboarding process for new clients, ensuring a seamless transition and adherence to compliance protocols.
  • Manage client accounts, including processing transactions, executing trades, and maintaining accurate records.
Financial and Strategy Planning Support:
  • Collaborate with wealth management advisors to gather client financial information and assist in the development of comprehensive financial presentations.
  • Prepare financial reports, presentations, and analyses to support client meetings and decision-making processes.
Operational Excellence:
  • Ensure the smooth operation of daily processes and procedures within the operations department, identifying areas for improvement and implementing solutions.
  • Maintain compliance with regulatory requirements and internal policies, safeguarding client assets and confidential information.
Team Leadership and Mentorship:
  • Provide guidance and support to junior client service associates, fostering their professional development and growth.
  • Lead by example, demonstrating a commitment to excellence, integrity, and a client-first mentality.
Qualifications:
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Minimum of 5 years of experience in wealth management.
  • Minimum of 5 years' experience with Salesforce or other CRM software.
  • Minimum of 5 years of experience as a Client Service Associate with knowledge of Charles Schwab or another Broker Dealer.
  • Minimum of 3 years' experience with Orion or similar portfolio accounting software.
  • Strong understanding of financial products, investment strategies, and industry regulations.
  • Exceptional interpersonal skills and the ability to build rapport with clients and colleagues.
  • Detail-oriented with excellent organizational and time management abilities.
  • Excellent communication and interpersonal skills.
  • High emotional intelligence.
  • Series 65 preferred.
Benefits:
  • Competitive salary based on industry standards.
  • Bonus potential based on performance.
  • Comprehensive health and life insurance benefits.
  • 401(k) and profit sharing.
  • Hybrid work schedule.
  • Professional development opportunities.

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