3+ years financial services client service experience
Proficiency with salesforce crm preferred
The role provides comprehensive operational support as a trusted resource for a seven-person Wealth Advisor Team managing $3.5b in assets
Job Summary
The role provides comprehensive operational support as a trusted resource for a seven-person Wealth Advisor Team managing $3.5b in assets.
Responsibilities include managing daily transactions, opening accounts, performing account maintenance tasks like ACATS transfers, and maintaining regular contact with clients.
The position offers a competitive salary range of $80,000-$100,000 plus eligibility for a discretionary bonus and a comprehensive benefits package.
Matching Summary
The role provides comprehensive operational support as a trusted resource for a seven-person Wealth Advisor Team managing $3.5b in assets.
Salary
Base: $80,000-$100,000; Bonus/Equity: Eligible for discretionary bonus; Benefits: Medical/dental/vision, retirement, life insurance, paid time off
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
3+ years financial services client service experience
Proficiency with Salesforce CRM preferred
Nice-to-have
MBA, CFA, CFP, or CIMA certifications beneficial
Exceptional written and verbal communication skills
Ability to work under pressure with tight deadlines