Client Services Associate Wealth Management (Buckhead)
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Job Location:
Atlanta, GA - USA
Yearly Salary:
$ 80000 - 80000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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. Wed 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 firms 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
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Simplex offers industrial solutions to a wide variety of regional manufacturers spanning a number of industries. Since it’s establishment in 2013, the firm has mainly manufactured CNC router machines for the Egyptian market by combining quality components with a highly personalized pr ... View more
