Client Experience Wealth Manager

2 weeks ago


ValdeReuil, Normandie, United States Disability Solutions Full time
Client Associate Job Summary

We are looking for a skilled and enthusiastic Client Associate to join our team. As a key member of our client service team, you will be responsible for delivering exceptional support to our financial advisors and clients.

About the Position:

  • The Registered Wealth Management Client Associate role is a sales support position that provides dedicated operational and sales support to multiple financial advisors.
  • The ideal candidate will have a strong background in sales and customer service, with excellent communication and problem-solving skills.

Responsibilities:

  1. Work closely with financial advisors to understand client needs and preferences.
  2. Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty.
  3. Collaborate with cross-functional teams to deliver exceptional client experiences.

Requirements:

  • Candidates must currently hold Series 7 & 66 or 63/65 licenses.
  • Bilingual Spanish skills are highly valued.
  • 2+ years of post-high school education or 4+ years of professional experience; an undergraduate degree is desirable.
  • Strong understanding of investment and banking products.

Salary Range: $65,000 - $85,000 per year, depending on experience, location, and performance.



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