Wealth Services Associate

3 days ago


Racine, Wisconsin, United States JOHNSON FINANCIAL GRP Full time
Job Title: Wealth Assistant III

Job Summary: We are seeking a highly skilled and detail-oriented Wealth Assistant III to join our team at Johnson Financial Group. As a key member of our Wealth Services team, you will provide comprehensive support to our Wealth Advisors and Portfolio Managers, ensuring seamless client experiences and driving business growth.

Key Responsibilities:

  • Provide exceptional support to Wealth Advisors and Portfolio Managers, ensuring timely and accurate completion of tasks and projects.
  • Develop and maintain in-depth knowledge of Wealth services and business strategy to proactively support client implementation, maintenance, and communication.
  • Collaborate with cross-functional teams to resolve client inquiries and issues, demonstrating initiative and problem-solving skills.
  • Process various client requests, including wire transactions, funds transfers, distributions, and general servicing needs.
  • Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
  • Maintain client files to meet industry standards and compliance requirements.
  • Prepare and create specialized sales presentations, client review materials, and client communication materials under limited direction from Wealth Advisors/Portfolio managers.
  • Participate in developing learning objectives/training materials and performs individualized training for frontline wealth associates.
  • Acts as a go-to person for investment management software technical/functional support for frontline Wealth associates.

Requirements:

  • Bachelor's degree with minimum 3 years experience in the financial services industry.
  • Excellent oral and written communication skills; proven organizational, analytical, and follow-up skills.

What We Offer:

Johnson Financial Group is an Equal Opportunity Employer committed to diversity and inclusion. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

How to Apply: Please submit your application online at ipc.us/t/1A1484B9A1054748.



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