Wealth Client Onboarding & Service Specialist

Magellan Financial & Insurance Services, Inc.; Phoenix (AZ); Presencial; USD 48 000 - 60 000; Tempo integral

Resumo da oferta

Bright Wealth Management, a rapidly growing financial services firm, seeks a Client Services Associate to support operations and client service functions in Phoenix, AZ. You will manage onboarding, follow-ups, applications processing, and foundational asset allocation changes.

The role requires a minimum of 2 years in a financial services operational or administrative capacity, with strong client-facing skills and a proactive approach to process improvement.

Qualificações

• Minimum of 2 years in a financial services operational or administrative role.
• Excellent client-facing skills, with the ability to connect with our core client demographic (aged 50+).
• Self-starter with a proactive approach to improving processes.
• Familiarity with financial industry software, protocols, and terminology.
• Strong organizational skills and attention to detail.

Responsabilidades

• Handle client onboarding processes, including setting up new accounts and managing related documentation.
• Follow up on leads, confirm appointments, and ensure consistent client engagement.
• Manage asset allocation changes and routine client questions that don’t require licensure.
• Process and track applications, ensuring they are completed and funded in a timely manner.
• Support seminar organization, including scheduling and handling follow-ups from digital leads.
• Maintain efficient, self-directed operations without needing constant supervision.
• Identify and implement improvements to current processes, enhancing office productivity and client satisfaction.

Conhecimentos

Client onboarding

Lead follow-up

Applications processing

Seminar coordination

Process improvement

Ferramentas

CRM software

Descrição da oferta de emprego

Bright Wealth Management, a rapidly growing financial services firm, seeks a Client Services Associate to support operations and client service functions in Phoenix, AZ. You will manage onboarding, follow-ups, applications processing, and foundational asset allocation changes.

The role requires a minimum of 2 years in a financial services operational or administrative capacity, with strong client-facing skills and a proactive approach to process improvement.