What are the responsibilities and job description for the Financial Advisor Wealth Management Client Service Associate position at Bridgehaven Financial Advisors?
Bridgehaven Financial Advisors is currently looking to hire a senior level Registered Client Service Associate (Sales Assistant) capable of providing administrative and operational support to our growing Financial Advisory team as well as delivering a high level of service to existing and prospective clients. We are seeking a dedicated and proactive individual to join our dynamic organization.
As part of the Wells Fargo Advisors Financial Network, this position is ideal for someone that already has their Series 7 and 63 or has the ability and willingness to attain these licenses after 90 days of service. Bridgehaven Financial Advisors will provide ongoing training and support to the candidate as needed.
Duties and Responsibilities
- Work directly with clients to effectively manage their needs.
- Communicate via telephone and email to address client issues.
- Handle customer requests and work to find on-demand solutions.
- Develop and foster relationships with existing clientele.
- Create new account documents and maintain client records.
- Understand and ensure compliance with firm policy and regulations.
- Perform basic administrative and clerical duties as necessary.
- Assist with marketing and advertising initiatives, including website updates.
Requirements and Qualifications
- Bachelor's degree in business, finance or related field is preferred.
- Minimum 3-years previous experience as a Wealth Management Client Service Associate or similar role in financial services industry. Previous or existing Wells Fargo Advisors client service experience is a plus.
- Series 7 and 63 securities registration preferred, or willingness to obtain within 3 to 6 months.
- Self-motivated and quick to learn.
Remote work is permitted on an "as needed" basis.
Salary : $60,000 - $75,000