Impactful Wealth Management Client Services Associate

MDS Staffing; United States; Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive compensation with bonus

Collaborative team environment

Impactful client service work

Résumé du poste

MDS Staffing seeks a Client Service Associate to support wealth management advisors for high-net-worth clients. You will handle daily administration, prepare client materials, and contribute to the delivery of comprehensive financial planning services.

The role emphasizes accurate data handling, CRM management, and collaboration with the advisory team to support client success and regulatory compliance.

Qualifications

• Bachelor's degree required; willingness to pursue CFP or comparable designation.
• 2+ years of experience in financial services or investment advisory.
• Proficiency in financial planning concepts and investments across asset classes.
• Strong relationship management and organizational skills; ability to manage client relationships.

Responsabilités

• Open new client accounts and process account documentation.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage CRM (AdviserEngine) and process applications in Schwab Advisor Center.
• Ensure accurate client information in compliance with regulatory standards.

Connaissances

Communication skills

Relationship management

Financial planning

Formation

Bachelor's degree

Pursue CFP or comparable designation

Outils

PowerPoint

MS Excel

AdviserEngine CRM

Schwab Advisor Center

DocuSign

Description du poste

MDS Staffing seeks a Client Service Associate to support wealth management advisors for high-net-worth clients. You will handle daily administration, prepare client materials, and contribute to the delivery of comprehensive financial planning services.

The role emphasizes accurate data handling, CRM management, and collaboration with the advisory team to support client success and regulatory compliance.