What are the responsibilities and job description for the Registered Wealth Associate position at MPG?
Overview
We are seeking a dedicated and detail-oriented Registered Client Associate to join our team. In this role, you will be responsible for supporting financial advisors in delivering exceptional service to our clients. The ideal candidate will possess a strong background in financial services and demonstrate proficiency in various financial software applications. This position requires excellent communication skills, a collaborative spirit, and the ability to thrive in a fast-paced environment.
Duties
- Assist financial advisors in managing client accounts and ensuring all client needs are met promptly and efficiently.
- Conduct financial analysis to support investment management decisions and cash management strategies.
- Collaborate with team members to enhance sales efforts and improve client satisfaction.
- Maintain accurate records of client interactions and transactions using financial software.
- Provide administrative support, including preparing reports, managing schedules, and coordinating meetings with clients.
- Stay informed about industry trends, investment products, and regulatory changes to provide knowledgeable assistance to clients.
- Facilitate communication between clients and financial advisors regarding account updates, investment strategies, and other relevant information.
Qualifications
- Experience in public accounting, investment management, or wealth management is preferred.
- Strong understanding of financial services principles and practices.
- Proficiency in financial analysis techniques and cash management processes.
- Familiarity with collaboration sales strategies and technical accounting standards.
- Excellent interpersonal skills with the ability to build strong relationships with clients and team members.
- Proficient in using various financial software applications for reporting and analysis.
- A proactive approach to problem-solving with strong organizational skills.
- Ability to work effectively both independently and as part of a team.
Join us as a Registered Client Associate where your expertise will contribute significantly to our commitment to providing outstanding service to our clients.
Job Type: Full-time
Pay: $72,308.00 - $76,242.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation Package:
- Bonus opportunities
Ability to Commute:
- Greenwich, CT 06830 (Preferred)
Work Location: In person
Salary : $72,308 - $76,242
