What are the responsibilities and job description for the Operations Associate/Customer Relationship Specialist position at Mustang Private Wealth?
Mustang Private Wealth is a local wealth management group that focuses on making a big impact in our client's lives.
Our clients are your mom and dad, aunts and uncles, maybe even current co-workers. For over 20 years we've helped our clients make smart financial decisions, navigate uncertain economic times, and plan, save, and invest for life's major financial expenditures.
This position requires a strong desire to truly want to help people with some of the most stressful and emotional financial decisions they'll face. This role is responsible for operational & compliance systems, administrative tasks, and the potential to assist with financial planning.
We’re looking for someone who is interested in making a career at Mustang Private Wealth. Excellent interpersonal skills, phone demeanor, extraordinary client service attitude, and genuine interest in the success of our clients is required. Must also be detail-oriented, technologically fluent, and able to manage a multitude of tasks on a consistent basis. The position requires expertise with systems, processes, and work flows.
Knowledge of (or ability to learn) securities / investment rules and regulations is necessary.
Compensation will be competitive, with experience and required industry licensing (I.e. Series 7, CFP®) compensated for accordingly.
