Job Details
TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Client Service Associate to their growing team. This position is 100% in-office Monday-Friday.
Essential Duties and Responsibilities:
Some of the responsibilities would be:
- Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services requests.
- Work closely with the financial advisor to help prepare for client meetings
- Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client base
- Coordinate and process all paperwork as needed for accounts and client relationship
- Maintain all client information and account records according to our electronic archiving procedure
- Document all client servicing activities in the appropriate system(s)
Requirements
- Bachelor s degree
- Ability to obtain the Series 7 and 66 licenses
- 2+ years of experience in client service with an RIA or financial advisory practice
- Knowledge of financial services and investments industry
- Polished and organized
- Excellent verbal and written communication is required
- Attention to detail and ability to multitask
- Strong initiative and work ethic, and an ability to work both within a team and on a self directed basis
- Ability and willingness to work additional hours if necessary to complete core responsibilities
This practice offers competitive compensation and benefits, an inviting work culture, and oportunities for career growth.