Wealth Client Associate: Onboarding & Relationship Growth

Myriad Advisor Solutions; Denver (CO); Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, Dental & Vision Insurance

HSA Employer Contribution

401(k) with 3% match

Profit Sharing

PTO

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client relations

Communication

Attention to detail

Organizational skills

Educación

Bachelor's degree in finance/economics/business

FINRA Series 7 and 66 preferred

Descripción del empleo

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.