What are the responsibilities and job description for the Client Services Executive position at WealthBuilders Investments?
WealthBuilders Investments is a growing full-service faith driven wealth management company, a registered investment advisor (RIA). We are looking to hire a senior financial assistant to support our advisor team and clients.
The company offers holistic planning and investment management services we offer to families, business owners, ministries, entrepreneurs, and retirees. Our firm strives to educate investors on how to align their faith with their finances for impact, purpose, and generational legacy.
This job involves the candidate working directly with clients to deliver first class customer service. Strong people skills, team player, integrity, attention to detail, and problem solving are key character traits for this role.
If you are interested in working as part of dynamic team that helps people invest their finances using conservative Christian values all across the United States, please reach out to us!
Candidates will carry the following skills:
• Financial services industry and customer service/sales experience. Mandatory that you have background in the financial services industry.
• Work with advisors to provide first class customer service and experience to clients. Able to function as a self-starter and autonomy in the workday
• Ability to multitask and handle several projects at one time.
• Team Player.
• Offer creative ideas and solutions.
• Must be able to sustain confidentiality.
• Exceptional organizational skills.
• Detail-oriented.
• Proficient in Microsoft Office and Excel.
• Desire to have fun, grow, and belong
• Proficient in working with technology.
Five years or more experience in the financial advisory industry required for this position as senior financial assistant/operations manager. Ideal candidate has worked with clients and financial advisors in a client service support role. Tasks include working directly with clients and advisors to open new accounts, complete investment subscription documents, facilitate money movements, schedule client meetings, prepare financial reports for meetings.
Team member will oversee and implement office systems, organizational efforts to provide support to financial advisors. This is position with the firm requires high level of customer service skills, attention to detail, and ability to prioritize.
$65,000-$95,000 Salary plus bonus potential based on experience.
Salary : $65,000 - $95,000