Client Associate

Continuum-Advantage-LLC; Denver (CO); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health, Dental & Vision Insurance

HSA Employer Contribution

401(k) with 3% match

Profit Sharing

PTO

Résumé du poste

Legacy Wealth Management in Denver, CO is seeking a Client Associate to support everyday client relationships, onboarding, and account maintenance, ensuring accuracy and timely responses. You will collaborate with senior advisors on new client acquisition, investment operations, and performance reporting, using MS Office and CRM systems.

A finance-related degree and prior wealth-management experience are preferred.

Qualifications

• Bachelor's degree in finance, economics, business, or related field preferred.
• Prior experience in financial services or wealth management desirable.
• FINRA Series 7 and 66 preferred.

Responsabilités

• Client Relationship Management: Build and maintain strong relationships with existing and potential clients, ensuring their financial needs and objectives are met.
• New Client Acquisition: Collaborate with senior advisors to identify and engage prospective clients, develop leads, and assist in the acquisition process.
• Onboarding and Account Management: Guide clients through the onboarding process, including account opening, documentation, and transfer of assets. Provide ongoing support and assist with account maintenance activities.
• Investment Operations: Coordinate investment-related activities, including trade execution, portfolio rebalancing, and performance reporting.
• Team Collaboration: Collaborate with the senior advisor(s) and other team members to deliver exceptional client service and support business development efforts.
• Strong Communication Skills: Excellent verbal and written communication skills.
• Client-Focused Approach: Passion for delivering exceptional client service.
• Attention to Detail: Exceptional attention to detail and accuracy.
• Organizational Skills: Strong organizational skills to handle multiple tasks effectively.
• Collaborative Nature: Thrive in a collaborative work environment.
• Proficiency in Technology: Familiarity with industry-standard platforms, MS Office, and CRM systems.

Connaissances

Client relations

Communication

Attention to detail

Organizational skills

Formation

Bachelor's degree in finance/economics/business

FINRA Series 7 and 66 preferred

Description du poste

At Myriad Advisor Solutions, we empower talented individuals to make an impact every day. Bring your talents, your ideas, and your passion. At Myriad, we’ll provide the tools, guidance, and environment you need to thrive.

Position:Client Associate

Location: Denver, CO

Job Id:355

# of Openings:1

Legacy Wealth Management is a growing financial advisory firm specializing in comprehensive wealth management solutions for individuals and families. With their recent expansion into Denver, CO, they are seeking a dynamic and driven Client Associate to join their team.

Responsibilities:

• Client Relationship Management: Build and maintain strong relationships with existing and potential clients, ensuring their financial needs and objectives are met.
• New Client Acquisition: Collaborate with senior advisors to identify and engage prospective clients, develop leads, and assist in the acquisition process.
• Onboarding and Account Management: Guide clients through the onboarding process, including account opening, documentation, and transfer of assets. Provide ongoing support and assist with account maintenance activities.
• Investment Operations: Coordinate investment-related activities, including trade execution, portfolio rebalancing, and performance reporting.
• Team Collaboration: Collaborate with the senior advisor(s) and other team members to deliver exceptional client service and support business development efforts.
• Strong Communication Skills: Excellent verbal and written communication skills.
• Client-Focused Approach: Passion for delivering exceptional client service.
• Attention to Detail: Exceptional attention to detail and accuracy.
• Organizational Skills: Strong organizational skills to handle multiple tasks effectively.
• Collaborative Nature: Thrive in a collaborative work environment.
• Proficiency in Technology: Familiarity with industry-standard platforms, MS Office, and CRM systems.

Required Qualifications:

• Bachelor's degree in finance, economics, business, or a related field preferred.
• Prior experience in financial services or wealth management is highly desirable.
• FINRA Series 7 and 66 preferred.

Compensation and Benefits:

• $70,000 to $90,000 base salary, commensurate with experience and qualifications.
• Discretionary Year-End Bonus, depending on individual and company performance.
• Health, Dental, and Vision Insurance: Legacy Wealth Management provides comprehensive health, dental, and vision insurance coverage for employees, with the employer covering a significant portion of the premiums.
• Health Savings Account (HSA) Employer Contribution
• 401(k) Retirement Plan with a 3% Safe Harbor
• Profit Sharing
• Paid Time Off (PTO): generous PTO amounts to promote a healthy work-life balance.
• Education Reimbursement: Legacy Wealth Management supports career development and encourages continuous learning. The firm offers education reimbursement to assist employees in pursuing professional certifications, licenses, or relevant educational programs.

Legacy Wealth Management is a growing company that is invested in their individual employees. If the opportunity to become a foundational team member sounds exciting.

Myriad is an Equal Opportunity Employer and does not discriminate against applicants or employees based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other protected status under applicable federal, state, or local laws.