What are the responsibilities and job description for the Operations Associate position at amber.love@nm.com?
About the Company:
J. Tyler Wealth Management is a client-focused financial planning firm dedicated to personalized investment, insurance, and planning solutions.
About the Role:
We seek a motivated and detail-oriented Operations Associate to oversee operations, support investment business, manage client experiences, and assist in team development.
Responsibilities:
- Assist with processing, opening, managing, and transferring accounts
- Optimize client scheduling and oversee onboarding
- Develop strategies to cross-sell products (APB, TC & CRC); build client relationships
- Collaborate to achieve sales targets
Qualifications:
Bachelor’s degree in Finance, Business Administration, or related field
Ability to interact with clients in accomplishing paperwork, information gathering and workflow tasks
Excellent organizational, multitasking, communication, and interpersonal skills
Proven sales and client relationship management experience is a bonus
Benefits:
- Competitive salary with bonuses
- Work from home trajectory and PTO
- Health and dental insurance
- Retirement plan with company match
- Professional development opportunities
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Work Location: In person
Salary : $50,000 - $60,000
