Wealth Management Client Associate

Company: Jobot
Location: Newport Beach
Posted on: November 11, 2024

Job Description:

This Jobot Job is hosted by: Scott FilbinAre you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.Salary: $65,000 - $80,000 per yearA bit about us:Exciting opportunity with entreprenurial, financially stable and growing boutique wealth management firm. Looking for a solid Client Associate to support 2 financial advisors with growth opportunity to Relationship Manager.Why join us?

• Work directly with 2 financial advisors to service exclusive book of high-net-worth clients
• Opportunity to grow into relationship manager role
• 401(k) with matching contributions
• Annual Salary + Bonus / Profit Sharing based on firm-wide profitability & individual performance
• Health Benefits
• Boutique high-end office space in Newport Beach
• Firm supports professional designations & career advancementJob DetailsJob Description:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within firm to address all service needs of their clients.Responsibilities:
  • Provides excellent Client Service to the firms clients through educating them on all of the service and offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the firm's policies and procedures to support operational excellence, protect the firm's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the firm's offerings while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsMinimum Education Requirement:
    • Undergraduate degree required and 2+ years of relevant experience
    • Series 65 License PreferredInterested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Oceanside , Wealth Management Client Associate, Executive , Newport Beach, California