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Wealth Management Associate
2 months ago
At Calamos Asset Management, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our high-net-worth clients.
Key Responsibilities:- Client Relationship Management: Develop and maintain strong relationships with clients, providing personalized service and support to enhance their overall experience.
- Account Administration: Assist with account administration, including processing investment accounts, handling client onboarding, and maintaining accurate records.
- Client Communication: Communicate effectively with clients, both verbally and in writing, to address their needs and concerns.
- Project Management: Lead projects as assigned, collaborating with internal partners to ensure successful outcomes.
- Process Improvement: Identify opportunities for process improvements and implement changes to increase efficiency and effectiveness.
- Education: Bachelor's degree in business, finance, accounting, economics, or related field.
- Experience: 3+ years of experience in the financial services industry, with a focus on sales and client support.
- Licenses and Certifications: Securities Industry Essentials (SIE) exam and FINRA Series 65 license required or willingness to obtain.
- Skills: Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
