What are the responsibilities and job description for the Administrative Support Professional position at DBHW Wealth Partners?
About the Role
This is an exciting opportunity to join our dynamic wealth management team as a Client Account Manager. In this role, you will play a key part in supporting our financial advisors and ensuring seamless client service. You will have the opportunity to develop your skills and expertise in client account management, administrative support, and compliance.
Responsibilities
- Assist financial advisors with client onboarding, account setup, and documentation processing
- Manage and maintain client records, ensuring compliance with regulatory requirements
- Coordinate and process investment transactions, fund transfers, and account maintenance requests
- Serve as a primary point of contact for client inquiries, providing prompt and professional support
- Prepare reports, statements, and other materials for client meetings
- Collaborate with internal departments to streamline processes and improve workflow efficiencies
