What are the responsibilities and job description for the Client Service Associate - Wealth Management position at Leeds Professional Resources?
We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors.
Responsibilities
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
- Identify and assist with Firm services and solutions that support clients’ needs
- Confirm authorization and authenticate client when processing requests
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
- Prepare financial plans, client reports, and other materials for client meetings
- Review and take appropriate action on client account alerts
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Requirements:
- Prior experience in a wealth management firm
- Fluency in English and Spanish
Salary : $80,000 - $100,000