8 Client Service Associate - Wealth Management Jobs in Orlando, FL
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Client Service Associate - Wealth Management
$53k-69k (estimate)
Full Time
2 Weeks Ago
CyberCoders is Hiring a Client Service Associate - Wealth Management Near Orlando, FL
If you are a Client Service Associate with experience, please read on!
Job Title: Client Service Associate
Location: Orland FLSalary: 70-90k Annual Bonuses Full Benefits PTO Profit Sharing
Requirements: Series 7, 63, and 65 are huge pluses!
Top Reasons to Work with Us
We are an established and expanding wealth management firm is looking for a Senior Associate and or Private Client Services, to be apart of driving the success of our clients nationwide, and helping advisory teams in all aspects of wealth management.
The Senior Associate enhances the client experience by providing exceptional client service through operational support to one or more Wealth Advisors. Senior Associates work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. We offer a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, and our clients.
What You Will Be Doing
Overall:Cultivating and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
Preparing for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
Coordinating the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
Maintaining and tracking prospect and client engagement in the relationship management system.
Be the SME for all client service-related processes and systems and promote best practices for junior team members.
Review and facilitate resolution of client inquiries and operational items.
Assist Wealth Advisors Team in preparing allocations and coordinating investments according to firm and strategy stated guidelines.
Manage the onboarding of new client accounts which includes collecting required documents and client information through in-person meetings or on calls with clients.
Liaise with custodian partners and internal departments.
What You Need for this Position
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Destiny Ziarkowski
BenefitsBenefits
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Destiny Ziarkowski
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Destiny Ziarkowski
Email Your Resume In Word To:Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
Liana.Pryor@CyberCoders.com
Applicants must be authorized to work in the U.S.
CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Job Title: Client Service Associate
Location: Orland FLSalary: 70-90k Annual Bonuses Full Benefits PTO Profit Sharing
Requirements: Series 7, 63, and 65 are huge pluses!
Top Reasons to Work with Us
We are an established and expanding wealth management firm is looking for a Senior Associate and or Private Client Services, to be apart of driving the success of our clients nationwide, and helping advisory teams in all aspects of wealth management.
The Senior Associate enhances the client experience by providing exceptional client service through operational support to one or more Wealth Advisors. Senior Associates work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. We offer a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, and our clients.
What You Will Be Doing
Overall:Cultivating and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
Preparing for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
Coordinating the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
Maintaining and tracking prospect and client engagement in the relationship management system.
Be the SME for all client service-related processes and systems and promote best practices for junior team members.
Review and facilitate resolution of client inquiries and operational items.
Assist Wealth Advisors Team in preparing allocations and coordinating investments according to firm and strategy stated guidelines.
Manage the onboarding of new client accounts which includes collecting required documents and client information through in-person meetings or on calls with clients.
Liaise with custodian partners and internal departments.
What You Need for this Position
- Series 63, Series 7, Series 65 are not required but a huge plus.
- Previous experience at an RIA or bank.
- Previous Customer Service Experience
- Bachelors degree.
- Series 65 or 66 required or must be attained within the timeframe determined by manager.
- Minimum of 3 years serving wealth management clients or other relevant industry experience.
- Takes ownership of all aspects of client engagement.
- Self-starter who actively sees projects through to completion while maintaining a high level of communication with team members.
- Exceptional interpersonal and client service skills.
- Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
- Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
- Ability to adapt to a rapidly changing and fast-paced business environment.
- Vacation/PTO: 2 weeks vacation
- Medical: 100% paid for Employee
- 401k: 3% Match
- Bonus: Discretionary Bonus
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Destiny Ziarkowski
BenefitsBenefits
- Vacation/PTO: 2 weeks vacation
- Medical: 100% paid for Employee
- 401k: 3% Match
- Bonus: Discretionary Bonus
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Destiny Ziarkowski
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Destiny Ziarkowski
Email Your Resume In Word To:Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
Liana.Pryor@CyberCoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : DZ2-1787987 -- in the email subject line for your application to be considered.***
Applicants must be authorized to work in the U.S.
CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Job Summary
JOB TYPE
Full Time
SALARY
$53k-69k (estimate)
POST DATE
06/10/2024
EXPIRATION DATE
07/12/2024
WEBSITE
cybercoders.com
HEADQUARTERS
BOWIE, MD
SIZE
500 - 1,000
FOUNDED
1999
TYPE
Private
CEO
MIGUEL FLORES
REVENUE
$50M - $200M
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About CyberCoders
CyberCoders provides online recruitment and staffing solutions.
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