What are the responsibilities and job description for the Client Services Representative position at Traveka Wealth?
**Overview**
Wealth management is a highly personalized process that requires a deep understanding of each client's unique needs and goals. As a Relationship Manager at Traveka Wealth, you will work closely with our advisors to deliver exceptional service to high-net-worth individuals and families.
Your Key Responsibilities Will Include:**
- Building strong relationships with clients through regular communication and updates
- Executing the advisor's wealth management strategies on a daily basis
- Processing account maintenance requests and preparing custodian paperwork
- Creating and maintaining eMoney financial plans
What We're Looking For:**
- 0-2 years of experience in financial services or related field
- Bachelor's degree in Finance, Business, or related field
- Proficiency with Microsoft Office suite
- Eagerness to learn and grow in the wealth management industry
Why Join Us:
- Competitive base salary annual bonus
- Generous employer-paid retirement account contributions after 1 year of service
