Base salary components included; + compensation ma...
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Series 7 and series 63 licensing required
Inbound and outbound client communication
Trade execution across asset types
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Willenborg Wealth Management is seeking a Service Associate with Series 7 and 63 licenses, to provide exceptional client service in a hybrid work environment. The role emphasizes a client-first approach, focusing on resolving account issues, executing trades, and maintaining strong communication with clients.
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Job Summary
This role focuses on delivering a Service 1st client experience without sales goals.
The position involves executing trades, processing transactions, and managing diverse account types including trusts and estates.
Employees are eligible for a comprehensive benefits package including medical, dental, vision, retirement savings, and paid time off.
Matching Summary
Match Score: 75
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Willenborg Wealth Management is seeking a Service Associate with Series 7 and 63 licenses, to provide exceptional client service in a hybrid work environment. The role emphasizes a client-first approach, focusing on resolving account issues, executing trades, and maintaining strong communication with clients.
**
Salary
Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible
Skills & Requirements
Must-have
Series 7 and Series 63 licensing required
Inbound and outbound client communication
Trade execution across asset types
Transaction processing including wires and ACH
Compliance with Code of Business Conduct
Nice-to-have
Strong organizational and time management skills
Ability to work under stress in fast-paced environment
Experience with trust and estate accounts
Proactive client communication approach
Detail-oriented workflow management
Key Requirements
High School Diploma or equivalent
Three years' experience in financial services industry