Employer Active
Client Services Wealth Management
Our client a leading wealth management firm is seeking a highly motivated and dynamic individual to join our team as a Client Services Wealth Management professional. In this role you will be able to work closely with our clients and provide exceptional service and support in managing their wealth. We are looking for someone passionate about finance who has excellent communication skills and who is committed to delivering the highest level of client satisfaction.
Responsibilities:
Build and maintain strong relationships with clients acting as their primary point of contact for all wealth management needs
Provide personalized financial planning and investment advice to clients based on their individual goals and risk tolerance
Assist clients in developing and implementing comprehensive wealth management strategies
Execute trading and rebalancing process including but not limited to portfolio.
Resolve client service issues and requests from Wealth Managers and Clients
Coordinate with internal teams such as investment research and operations to ensure seamless client service delivery
Stay uptodate with industry trends regulations and best practices in wealth management
Qualifications:
Bachelors degree in Finance Economics or a related field
Minimum of 3 years of experience in wealth management or financial advisory
Strong knowledge of investment products financial markets and portfolio management
Excellent interpersonal and communication skills
Ability to build and maintain strong client relationships
Detailoriented with strong analytical and problemsolving skills
Proficient in Microsoft Office Suite and financial planning software
Series 7 and 66 licenses preferred
We would love to hear from you if you are looking for an exciting opportunity to work in a collaborative and clientfocused environment.
Full Time