Client Experience Wealth Manager
2 weeks ago
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:
- Work closely with financial advisors to understand client needs and preferences.
- Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty.
- 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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