What are the responsibilities and job description for the Client Associate position at FD Wealth?
Role Description
This is a full-time on-site role for a Client Associate at FD Wealth in Miami, FL. Your responsibilities include:
- Learn and eventually manage all client requests (Processing transfers, applications, RMD, 401k questions, etc)
- Monitor daily custodian alerts and addressing when necessary
- Prepare all documentation for client meetings including portfolio reviews, suggested changes, risk tolerance analysis etc.
- Liaison for advisor and estate planning attorneys/CPA's
Attributes
- Strong verbal and written communication skills
- Ability to work under pressure and able to prioritize accordingly
- High attention to detail and organized
- Able to meet deadlines and control time management
- Problem solving and critical thinking; ability to anticipate and understand future steps necessary to accomplish tasks
- Bilingual (English & Spanish)