Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

Kestra Technologies; Paris; Sur place; EUR 35 000 - 50 000; Plein temps

Résumé du poste

Kestra Technologies seeks a Wealth Associate to support Wealth Advisors by delivering excellent client service and handling routine inquiries with accuracy and professionalism. The role involves CRM management, documentation, and collaboration with the Broker Dealer for account setup and compliance.

You will interact with clients regularly, organize data in CRM and planning software, and contribute to efficient operations in a fast-paced financial services environment.

Qualifications

• 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate’s degree; Bachelor’s Degree preferred.
• Previous experience in financial services is a plus.

Responsabilités

• Provide timely, accurate client service and problem resolution.
• Deepen client relationships and establish rapport with clients in-person and by phone.
• Coordinate with Broker Dealer for new accounts and compliance.
• Maintain Redtail CRM database and coordinate client workflow with Advisors.
• Maintain filing and scanning systems; ensure documentation compliance.
• Answer calls and direct messages per firm guidelines; input data into financial planning software.
• Support Wealth Advisor and Operations Director with various tasks.

Connaissances

Advanced computer skills

Excellent communication

Time management

Relationship building

Formation

High School Diploma or Associate’s degree

Bachelor’s Degree preferred

Outils

Redtail CRM

Laser Fiche

Outlook

Excel

PowerPoint

Description du poste

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

• Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
• Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships.
• Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
• Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
• Maintain a compliant filing and scanning system with Laser Fiche
• Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
• Maintain client information in CRM database (Redtail)
• Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
• Other responsibilities as assigned by the Wealth Advisor and Director of Operations.

Knowledge, Skills, and/or Abilities:

• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
• Excellent communication skills, both verbally and in writing.
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.

• Ability to build relationships with clients and internal partners.

Education and/or Experience:

• The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate’s degree required; Bachelor’s Degree preferred.
• Previous experience in financial services a plus.

Compensation:

• Compensation is determined by qualifications and experience.
• Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed.

Certificates, Licenses, Registration:

• Series 7 and 65/66 preferred (or willingness to obtain in the future).