Wealth Management Associate

Manning & Napier; Saint Petersburg (FL); Presencial; USD 34.000 - 39.000; Jornada completa

Descripción de la vacante

Manning & Napier is seeking a Wealth Management Associate in Saint Petersburg, FL. You will collaborate with Distribution, PFA, and Relationship Managers to serve clients, PFAs, and Consultants under the Client Service Manager.

The role emphasizes strong client service and investment knowledge. Responsibilities include coordinating account openings, reviews, reports, and meetings while supporting training and mentoring of colleagues.

Formación

• Investment industry experience preferred.
• Series 7 and 66 license to be obtained within 12 months.
• Direct client relationship experience preferred.
• Ability to work independently with strong prioritization.
• Excellent verbal and written communication skills.
• Comfort with numbers and math.

Responsabilidades

• Develop knowledge of investment solutions and custody services.
• Coordinate account openings, asset transfers and closures.
• Oversee client reports and year-end summaries.
• Prepare and coordinate client reviews for meetings and mailings.
• Assist with portal support and escalation as needed.
• Support training of new team members and mentoring.
• Participate in prospecting campaigns as appropriate.
• Provide back-up coverage to team members.
• Other projects as assigned.

Conocimientos

Communication skills

Prioritization

Organization

Independent work

Client relationship

Numerical aptitude

Educación

Series 7 & 66 license (to be obtained)

Descripción del empleo

As a Wealth Management Associate, you will work in collaboration with the external and internal Distribution team, Intermediary Distribution Group Associates, Institutional Associates and Relationship Managers in order to coordinate and service support all aspects of the client, Personal Financial Advisor (PFA), and Consultant relationship. You will report to the Client Service Manager.

Responsibilities

• Develop comprehensive knowledge of all investment solutions available and serviced through Manning & Napier
• Develop a comprehensive knowledge of custody services and processes for all types of accounts
• Coordinate and monitor account openings, asset transfers and account closing processes and documentation.
• Oversee the preparation and accuracy of client reports including year-end summaries, 1099 reporting, performance reports, client statements, and ad hoc requests
• Prepare and coordinate client reviews for meetings and mailings
• Participate in problem solving and troubleshooting of client, PFA, and Distribution team issues and inquiries
• Critical review of incoming correspondence (i.e., trading directives and actionable items) and ensuring these items are properly routed for timely processing and approved accordingly
• Assist with client portal support phone queue
• Escalation of problems or issues to management as appropriate
• Participate in prospecting initiatives and campaigns as appropriate
• Provide back-up coverage and support to other members of the team
• Assist with training new team members on practice and procedure, and mentoring new Client Service Associates
• Other projects as assigned

Qualifications

• One year of investment industry experience preferred
• Series 7 and 66 or equivalent to be obtained within 12 months of start date
• Prior direct client relationship experience preferred
• Work independently with strong prioritization and organization skills
• Excellent verbal and written communication skills
• Comfort in dealing with numbers/mathematics

Compensation:

Expected hourly rate between $25 - $28.21 per hour; subjective bonus potential in addition to hourly rate