Wealth Management Operations - Client Service Associate

Plant Moran

Multiple Locations
$24.95 - $39.87; bonus/equity: not specified; bene...
Hybrid
Client service orientation
Ability to prioritize tasks
Strong communication skills
Our 'we-care' culture is a promise to prioritize your growth and success

Job Summary

  • Our 'we-care' culture is a promise to prioritize your growth and success.
  • You will serve as a liaison between advisors and the operations team, managing client data and reports.
  • We offer a robust benefits package and strive for a diverse and inclusive workplace.

Matching Summary

Our 'we-care' culture is a promise to prioritize your growth and success.

Salary

$24.95 - $39.87; Bonus/Equity: Not specified; Benefits: Robust benefits package including health, dental, vision, and 401(k)

Skills & Requirements

Must-have

  • Client service orientation
  • Ability to prioritize tasks
  • Strong communication skills

Nice-to-have

  • Creative problem-solving skills
  • Ability to work in a team
  • High stress tolerance

Key Requirements

  • High School diploma or GED required
  • 2+ years industry experience
  • Previous administrative or investment industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter