Our client, a successful, fast growing financial advisory firm, is looking for a Wealth Management Associate to join their team. The firm has expertise in wealth management and investment management.

As a Wealth Management Associate you will be passionate about developing relationships with clients. This highly visible role is a challenging opportunity that requires commitment, business acumen, leadership qualities, problem-solving and a motivated attitude to perform well. This role is an instrumental component of a successful investment advisory practice.

This is an ON-SITE role. Local candidates only; not open to relocation at this time.

Desired Skills:

Energetic and self-motivated; Coachable; Flexible in thoughts and activities; Enjoys a fast-paced environment with changing and evolving responsibility; Detail-oriented; Invested in personal development

• Client Relationships: Consistently pursues excellence; Friendly; Creates client confidence; Works quickly to fulfill client needs; Delivers complex solutions; Able to simplify processes for clients; Frequent communication; Exercises abundance of discretion with sensitive information
• Technology: MS Office Suite, CRM database
• Communication: Confident and articulate verbal and written communication

Key Responsibilities:

• Build sustainable relationships and trust with clients through open and interactive communication.
• Take ownership of client issues and follow problems through to resolution in a prompt and courteous manner.
• Improve client experience to facilitate organic growth of the practice.
• Actively document all notes and action items, ensure all commitments made are completed in a timely manner.
• Successfully manage a high volume of emails, calls, and/or tasks with a positive attitude, including but not limited to establishing client profiles and opening new accounts; tracking and reporting on incoming, outgoing, and internal asset transfers, and preparing authorization documents for establishing and updating accounts.
• Ensure regulatory compliance is followed.
• Process Required Minimum Distributions.
• Develop and maintain a knowledge base of evolving products and services.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field
• 2 years' experience in the financial services industry, ideally in a client service role.
• Comprehensive knowledge of the investment industry.
• Experience with CRM system.
• Proficiency in MS Excel, Word, Outlook.
• Strong verbal and written communication skills to express ideas and thoughts in a clear, professional manner.