Are you prepared to become a part of a dynamic and rapidly expanding wealth management firm? Crux Wealth Advisors, LLC (CWA) is in search of a skilled Registered Client Service Associate to play a pivotal role in our team. With $3.2 billion in assets under management and a dedication to delivering top-tier financial services, this presents an exciting opportunity for individuals passionate about client service and financial planning.
As a Registered Client Service Associate, you will have the opportunity to closely collaborate with financial advisors, engage with clients, and manage various tasks to ensure efficient and high-quality service delivery. From handling client inquiries to aiding in account maintenance and documentation, your contribution will be vital in supporting our clients' financial objectives.
Key Responsibilities:
- Engage with clients through phone and in-person interactions, addressing inquiries and offering assistance.
- Support Financial Advisors in processing orders and maintaining accounts.
- Research client and security information as required.
- Prepare documentation, reports, and spreadsheets for client servicing and prospecting.
- Ensure adherence to industry regulations and firm policies.
- Work alongside team members on marketing campaigns and operational duties.
Qualifications:
- Bachelor's Degree and a minimum of three years of experience in the financial services sector.
- Mandatory possession of Series 7 and Series 66 licenses.
- Profound understanding of investment practices, financial markets, and office software applications.
- Strong organizational skills with the ability to manage multiple tasks in a fast-paced setting.
- Exceptional communication skills and a customer-centric mindset.
- Capability to work autonomously and handle high-pressure situations with professionalism.
- Preference for experience with Morningstar and an Insurance license.
- Familiarity with Financial Planning Software is advantageous.
- Progress towards obtaining the CFP designation is highly valued.
If you are a proactive and detail-oriented professional seeking to advance your career in wealth management, we encourage you to reach out to us! Come aboard Crux Wealth Advisors, LLC, and contribute to a team dedicated to assisting clients in reaching their financial aspirations. Apply now and embark on a fulfilling journey in the financial services industry.
Full-time position
$50,000 base, with opportunities for commissions, profit sharing, bonus potential, and no ceiling on earning potential.
8-hour shift, Monday to Friday
Medical/Dental/Vision Coverage
Paid Time Off
Equal Employment Opportunity