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Financial Services Specialist
2 months ago
Monograph Wealth is currently seeking a Client Service Specialist to join their boutique wealth management firm. As a part of the team, you will have the opportunity to work with ultra-high net worth families in a collaborative and fast-paced environment.
This role is ideal for professionals with experience in client service, financial planning, and administrative tasks who are looking to contribute to a growing firm.
Key Responsibilities- Assist in new client onboarding process and account maintenance
- Handle administrative services for current clients and cashiering tasks
- Conduct portfolio reporting and analysis for clients
- Support financial planning and wealth management applications
- Financial literacy covering various investment accounts and securities
- Proficiency in Microsoft Office suite and other relevant software
- 4-year degree and at least 3 years of experience in financial services
- Knowledge of custodial platforms, CRM systems, and financial planning tools
- Experience in securities trade processing
- Interest in further education within the financial field
The position offers a base salary range of $90,000 - $140,000 along with discretionary bonuses. Benefits include healthcare, paid time off, and a 401(k) plan with employer match. Monograph Wealth also supports ongoing education efforts for team members.
