What are the responsibilities and job description for the Wealth Management Client Associate position at Zimmerer and Tecle Private Wealth Management, LLC?
Zimmerer and Tecle Private Wealth Management, LLC, a SEC Registered Investment Advisory Firm in Coral Gables, is seeking Wealth Management Client Service Associate(s) to work in a client-facing role providing dedicated comprehensive support to the firm and their clients. We encourage all candidates to apply.
- Working with highly affluent clients.
- Receive incoming client service calls in a professional manner.
- Schedule client appointments for advisors, both virtual and in-person.
- Prepare client review summary for advisors’ upcoming appointments.
- Complete each service request and resolve client service issues at our brokerage/custodial clearing firm relationships (Schwab Institutional/Fidelity Institutional a must), Pershing Institutional is optional.
- Assisting advisors with para-planning activities for our new and existing clients.
- Assist in trades, account allocations, withdrawals, rollovers, and transfers.
- Leading our clients’ digital experience at the firms’ custodians and ancillary software programs.
- Create ease of access and interaction, while protecting their privacy and security.
- Exercise foundational knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Exposure to and have a working knowledge around prototype and non-protype retirement plans. (Highly desired)
- Compensation will be competitive and commensurate to experience and background within the financial services industry,
- Sponsored industry relevant licenses (SIE, 2-15, Series Licenses)
- Paid Time Off: 14 days per year
- Health Insurance stipend
Join us as a Wealth Management Client Service Associate where you can contribute to our mission of delivering outstanding financial solutions while advancing your career in the financial services industry!
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Work Location: In person
Salary : $60,000 - $70,000