Wealth Management Associate

7 days ago

Naples, Florida, United States Moran Wealth Management Full time
About the Role

Moran Wealth Management is a leading Registered Investment Advisory firm dedicated to providing exceptional investment management services to our clients. As a Client Service Specialist, you will play a vital role in ensuring that our clients receive the highest level of service and support.

Key Responsibilities
  • Client Service Coordination: Collaborate with client service specialists to ensure timely completion of service-related requests.
  • Client Communication: Communicate with clients upon completion of service-related requests, ensuring seamless and efficient service delivery.
  • Operational Support: Perform routine maintenance and service requests, as well as operational or administrative functions for client-related requests.
  • Research and Analysis: Research client and security information through our back-office system, providing valuable insights to support client needs.
  • Administrative Support: Provide administrative duties that support Financial Advisors in daily business practices, including telephone coverage, coordination of client meetings, and file & calendar maintenance.
  • Client Relationship Management: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and ensuring key client information and documentation is up-to-date.
  • New Account Onboarding: Onboard new client accounts, including the collection of required documentation and client information based on the type of account established.
  • Client Outreach: Conduct outreach to maintain strong relationships with our client base and identify Firm services and solutions that support client needs.
  • Document Preparation: Prepare and review all new account paperwork to ensure documents are complete and in good order.
  • Compliance and Audit: Proactively participate in firm initiatives directed by local management and adhere to all established audit and compliance procedures.
  • Documentation and Training: Consistently document client service interactions into our CRM tool and actively engage in available training and education programs to maintain status on policies, procedures, risk awareness, and technology.
Requirements and Qualifications

The following requirements are representative of the knowledge, skill, and/or ability required for this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Education: High School diploma or equivalent education and related training.
  • Interpersonal and Communication Skills: Excellent interpersonal and communication skills.
  • Attention to Detail: Attention to detail.
  • Organizational Skills: Excellent organizational skills and ability to multitask in a fast-paced environment.
  • FINRA Series 65: FINRA Series 65 recommended, but not required.

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