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Job Position: Client Associate
Position type: Full-Time
Pay range: $55,000 to $70,000 depending on licensing and experience
Location: Full-time in-office
Waypoint Private Wealth Management is a boutique firm providing multigenerational private wealth management and planning services. These include providing affluent and ultra high-net worth clients with assistance in planning for college expenses, retirement, the tax-efficient transfer of wealth, income generation, risk avoidance and building wealth.
We are seeking a Client Associate (“CA”) to support our growing organization. The CA will interact with and service the needs of our clients with the aim of making that experience feel exceptional. The CA will also deliver both administrative and operational support to the financial advisory team.
Responsibilities will include:
Qualifications:
Opportunities for Advancement:
Though not mandatory for this position, Waypoint believes in fostering an environment
of professional development. CA’s who decide to obtain a Series 7 and/or 66 Securities License
will be financially rewarded for building on their skillset.
Physical Job Requirements:
Waypoint Private Wealth Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Types: Full-time, Part-time
Pay: $55,000.00 - $70,000.00 per year
Expected hours: 30 – 40 per week
Compensation package:
Schedule:
Ability to Relocate:
Work Location: In person
Part Time | Full Time
$61k-79k (estimate)
05/06/2024
08/31/2024
The job skills required for Client Associate include Scheduling, Microsoft Office, Planning, Confidentiality, Organizational Skills, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Associate positions, which can be used as a reference in future career path planning. As a Client Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Associate. You can explore the career advancement for a Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
02/23/2022: Kingsport, TN
Provide support to client with product and account needs.
02/17/2022: Killeen, TX
Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
01/20/2022: Knoxville, TN
Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
03/05/2022: Akron, OH
Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
02/08/2022: Santa Maria, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
03/19/2022: Orange, CA
Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
01/19/2022: Everett, WA
A good client associate enhances the client's experience by servicing and providing operational and administrative support.
04/02/2022: Evansville, IN
Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
03/28/2022: Pine Bluff, AR
Developed new client on-boarding process to ensure a consistent and optimal client experience.
01/23/2022: Kansas City, KS
Step 3: View the best colleges and universities for Client Associate.