Wealth Management Associate — Client Services & Reporting

LE010 Manning & Napier Advisors, LLC; United States; On-site; USD 34,000 - 39,000; Full time

Job summary

Manning & Napier is seeking a Wealth Management Associate to collaborate with the Distribution group, Intermediary Distribution Group Associates, Institutional Associates, and Relationship Managers to service clients, PFAs, and consultants. You will report to the Client Service Manager and support account openings, transfers, and client reporting.

The role emphasizes knowledge of investment solutions, strong communication, and problem-solving abilities, with compensation indicating an hourly

Qualifications

• Bachelor's degree required.
• 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.
• Excellent verbal and written communication skills.
• Strong prioritization and organization skills; comfort with numbers.

Responsibilities

• Develop comprehensive knowledge of investment solutions available and serviced through Manning & Napier.
• Coordinate and monitor account openings, asset transfers and account closing processes and documentation.
• Oversee 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.
• Escalate problems to management as appropriate.
• Assist with client portal support phone queue.
• Participate in prospecting initiatives and campaigns as appropriate.
• Provide back-up coverage and support to other team members.
• Assist training of new team members on practices and procedures.

Skills

Communication skills

Time management

Organization

Client service mindset

Education

Bachelor's degree

Series 7 and 66 license to be obtained within 12 months

Job description

Manning & Napier is seeking a Wealth Management Associate to collaborate with the Distribution group, Intermediary Distribution Group Associates, Institutional Associates, and Relationship Managers to service clients, PFAs, and consultants. You will report to the Client Service Manager and support account openings, transfers, and client reporting.

The role emphasizes knowledge of investment solutions, strong communication, and problem-solving abilities, with compensation indicating an hourly