What are the responsibilities and job description for the Wealth Management Associate position at Right Choice Resources?
Our client is an established wealth management practice dedicated to helping individuals and families achieve their financial goals through personalized advice and exceptional client service.
They are seeking a Wealth Management Associate to partner closely with Financial Advisors and help deliver an exceptional client experience throughout the financial planning process. This individual will serve as a trusted resource for clients while coordinating many of the day-to-day activities that keep the practice running smoothly.
Compensation
➢ Base Salary: $60,000 to $85,000
➢ Bonus Opportunity
➢ Full Benefits
Position Responsibilities
➢ Serve as a primary point of contact for client service needs and build long-term client relationships
➢ Partner closely with Financial Advisors to deliver an exceptional client experience before, during, and after client meetings
➢ Coordinate client meeting preparation, follow-up activities, and ongoing service requests
➢ Manage the prospect-to-client onboarding process, ensuring a smooth transition and timely communication throughout
➢ Prepare meeting materials, document client interactions, and maintain accurate records within Salesforce and other firm systems
➢ Coordinate with investment, insurance, financial planning, and service teams to ensure all client needs are addressed
➢ Track follow-up tasks and ensure all action items are completed accurately and on time
➢ Support Advisors in managing their client pipeline and identifying opportunities to deepen client relationships
➢ Assist with client appreciation events and other initiatives that enhance the client experience
➢ Maintain accurate client records while ensuring compliance with all regulatory and firm requirements
➢ Provide administrative support, including answering phones, greeting clients, and assisting with general office operations as needed
Requirements
➢ Associate's or bachelor's degree, or equivalent combination of education and experience
➢ 2 years of experience in wealth management, financial services, banking, or a client service role supporting Financial Advisors
➢ Strong client relationship and customer service skills
➢ Excellent organizational and time management skills with the ability to manage multiple priorities
➢ Strong written and verbal communication skills
➢ High attention to detail and follow-through
➢ Professional, dependable, and collaborative
➢ Proficiency with Microsoft Excel, Word, and Outlook
➢ Salesforce or other CRM experience is preferred
Why Join?
➢ Join an established, client-focused wealth management practice
➢ Work directly alongside experienced Financial Advisors
➢ Build meaningful, long-term relationships with clients
➢ Play an integral role in delivering an exceptional client experience
➢ Enjoy opportunities for long-term professional growth within a collaborative team
Salary : $60,000 - $85,000