Client Associate
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Job Location:
Denver, CO - USA
Monthly Salary:
$ 70000 - 90000
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
Our client Legacy Wealth Management is a growing financial advisory firm specializing in comprehensive wealth management solutions for individuals and families. With their recent expansion into Denver CO they are seeking a dynamic and driven Client Associate to join their team.
Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with existing and potential clients ensuring their financial needs and objectives are met.
- New Client Acquisition: Collaborate with senior advisors to identify and engage prospective clients develop leads and assist in the acquisition process.
- Onboarding and Account Management: Guide clients through the onboarding process including account opening documentation and transfer of assets. Provide ongoing support and assist with account maintenance activities.
- Investment Operations: Coordinate investment-related activities including trade execution portfolio rebalancing and performance reporting.
- Team Collaboration: Collaborate with the senior advisor(s) and other team members to deliver exceptional client service and support business development efforts.
Ideal Traits:
- Strong Communication Skills: Excellent verbal and written communication skills.
- Client-Focused Approach: Passion for delivering exceptional client service.
- Attention to Detail: Exceptional attention to detail and accuracy.
- Organizational Skills: Strong organizational skills to handle multiple tasks effectively.
- Collaborative Nature: Thrive in a collaborative work environment.
- Proficiency in Technology: Familiarity with industry-standard platforms MS Office and CRM systems.
Required Qualifications:
- Bachelors degree in finance economics business or a related field preferred.
- Prior experience in financial services or wealth management is highly desirable.
- FINRA Series 7 and 66 preferred.
Compensation and Benefits:
- $70000 to $90000 base salary commensurate with experience and qualifications.
- Discretionary Year-End Bonus depending on individual and company performance.
- Health Dental and Vision Insurance: Legacy Wealth Management provides comprehensive health dental and vision insurance coverage for employees with the employer covering a significant portion of the premiums.
- Health Savings Account (HSA) Employer Contribution
- 401(k) Retirement Plan with a 3% Safe Harbor
- Profit Sharing
- Paid Time Off (PTO): generous PTO amounts to promote a healthy work-life balance.
- Education Reimbursement: Legacy Wealth Management supports career development and encourages continuous learning. The firm offers education reimbursement to assist employees in pursuing professional certifications licenses or relevant educational programs.
Legacy Wealth Management is a growing company that is invested in their individual employees. If the opportunity to become a foundational team member sounds exciting apply today!
Required Experience:
IC
