What are the responsibilities and job description for the Financial Client Associate position at Wealth Managers, LLC & Wealth Managers of Florida, LLC?
Role Overview
Wealth Managers LLC is a comprehensive financial services firm dedicated to enhancing our clients' long-term financial well-being. Our tailored programs are designed to grow and conserve clients' wealth by delivering exceptional personalized service.
About the Role
We are seeking an experienced, results-driven Client Associate to provide direct support to our financial advisor. The ideal candidate will be a proactive communicator with strong organizational skills and a passion for the financial industry.
This is a full-time on-site position located in Estero, FL.
Key Responsibilities
- Assist the financial advisor in managing client relationships and maintaining accurate client records
- Prepare and process client documents and transactions while upholding confidentiality and adhering to strict regulations
- Respond to client inquiries and provide timely follow-up on requests and services
- Manage calendar and prepare necessary documents and reports for client meetings
- Collaborate with internal teams to streamline processes and improve client experience
- Work with compliance to prepare client communications and presentations
Required Qualifications
- Analytical Skills and Finance experience
- Client Services and Communication skills
- Exceptional organizational skills with the ability to manage multiple tasks and deadlines
- Familiarity with Redtail or similar CRM software
- Detail-oriented with a strong focus on accuracy and compliance
- Ability to work collaboratively within a team environment while also being self-motivated
- Previous experience in the financial services industry or banking is a plus
