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Wealthspire Advisors is an independent financial advisor with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to affluent clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent firms offer. The Client Operations Associate will support our wealth management division (not our insurance or retirement divisions).
The Client Operations Associate (COA) provides a high level of service to multiple client service teams, including researching requirements for investment implementation, preparing necessary paperwork for account opening and maintenance, processing money movement requests, and providing ad hoc support for various projects and issues as needed. The COA actively participates in the continuous improvement of the firm’s standardized processes, collaborates with groups throughout the firm, and ensures timely and accurate execution of requests.
NOTE: This opportunity is for future needs. We often recruit for these roles due to the increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page athttps://careers.nfp.com.
Job Responsibilities
Qualifications
What We Offer
NFP and Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position in NYC metro area is $60,000 – $75,000.
The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
IMPACT23
HOWARDSPRING2024
Full Time
$50k-66k (estimate)
03/10/2024
06/06/2024
careersinc-pr.com
BIRMINGHAM, ENGLAND
100 - 200
2005
MUKESH PATEL
$5M - $10M
The following is the career advancement route for Client Operations Associate (Future) positions, which can be used as a reference in future career path planning. As a Client Operations Associate (Future), it can be promoted into senior positions as an Office Services Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Operations Associate (Future). You can explore the career advancement for a Client Operations Associate (Future) below and select your interested title to get hiring information.