Wealth Management Associate: Client Services & Reporting

Manning & Napier; Saint Petersburg (FL); On-site; USD 34,000 - 39,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication skills

Prioritization

Organization

Independent work

Client relationship

Numerical aptitude

Education

Series 7 & 66 license (to be obtained)

Job description

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.