Senior Wealth Management Associate
2 days ago
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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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