Wealth Management Client Experience Specialist

PowerToFly; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company in Birmingham is seeking a Registered Client Service Associate to enhance client relationships and support business growth. The successful candidate will manage client communications, onboard accounts, and collaborate with Financial Advisors. Required qualifications include an Active Series 7 and relevant industry experience. Competitive benefits and opportunities for professional development are offered.

Benefits

Comprehensive employee benefits

Professional development opportunities

Qualifications

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Two or more years of industry experience preferred.
• Exceptional writing and client service skills are crucial.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Assist with Firm services that support client needs including banking products.
• Onboard and maintain client accounts, including capturing and assessing risk.

Skills

Client relationship management

Interpersonal skills

Organizational skills

Knowledge of financial products

Computer skills

Education

High School Diploma/Equivalency

College degree

Tools

Microsoft Office

Job description

A leading financial services company in Birmingham is seeking a Registered Client Service Associate to enhance client relationships and support business growth. The successful candidate will manage client communications, onboard accounts, and collaborate with Financial Advisors. Required qualifications include an Active Series 7 and relevant industry experience. Competitive benefits and opportunities for professional development are offered.