What are the responsibilities and job description for the Client Services Associate - Wealth Management (Buckhead) position at Simplex.?
This role is on-site in the Buckhead section of Atlanta (North Atlanta). You must be commutable to the Buckhead Atlanta area or willing to re-locate.
This role is for someone early in their career who is interested in learning the ins and outs of wealth management through the eyes of a Client Services role while growing into a Wealth Advisor role long term. We'd expect this to be a multi-year investment while you learn from the advisors around you. You will mainly support 3 advisors and their clients in this role and in the process, gain invaluable experience and knowledge that will be a stepping stone to a Wealth Advisor role in the future.
The Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively, work in a fast-paced environment, and effectively prioritize.
Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1B in Assets Under Management (AUM).
RESPONSIBILITIES
- Enhance the client experience by providing exceptional client service in various functions, including new account opening, document completion, and resolving client inquiries
- Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds
- Proactively coordinate client service activities in conjunction with the advisory team
- Organize materials for client meetings, as well as ad hoc requests
- Actively participate in the firm’s compliance and efficiency efforts
- Answer incoming calls and join in on meetings
REQUIREMENTS
- Experience / Demonstrated intereste in the Investment / Wealth Management industry is preferred
- A desire to learn the ins and outs of wealth management and progress to a Wealth Advisor role long term.
- Has obtained or is Interested in obtaining a Series 65
- Strong attention to detail and organizational skills
- Ability to self-start and think creatively
- Experience with Outlook and CRM applications (Salesforce) is a plus
- Proven ability to work in a team-oriented environment
- Discretion with confidential information
- Strong communicator, people person, and networker - Networking and business development becomes more important long-term as a Wealth Advisor
Salary : $65,000 - $80,000
