Wealth Management Client Associate

Leeds Professional Resources; Town of Florida (NY); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

An established financial services firm in the United States is offering an exciting opportunity for an Associate role. This position supports a top-producing team, providing the chance for significant career growth in finance. Key responsibilities include assisting with account functions, preparing meeting documents, and communicating with clients. Candidates should have over 3 years of relevant experience. The firm offers benefits such as medical insurance, vision insurance, and a 401(k).

Qualifications

• 3+ years of relevant experience.

Responsibilities

• Assist the team with all non‑sales related functions.
• Prepare meeting documents and other materials.
• Schedule meetings for team utilizing various applications.
• Respond to client questions regarding accounts.
• Review daily activity and reconcile current client activity.
• Process client paperwork and communicate directly with clients.
• Assist with establishing online access for services.
• Attend compliance and education training sessions.
• Various related duties.

Job description

Base pay range

$90,000.00/yr - $115,000.00/yr

Exciting opportunity to join an established and growing financial services firm with significant operations in Aventura. This role will support a top‑producing team and have strong opportunities for career growth.

Responsibilities

• Assist the team with all non‑sales related functions: Opening new accounts, ACATs, money movement, etc.
• Prepare meeting documents and other materials.
• Schedule meetings for team utilizing our group’s various applications.
• Respond to client questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
• Process client paperwork (including communicating directly with clients to obtain all information needed).
• Assist with establishing online access for statements, confirms, proxy materials and other services.
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
• Various related duties.

Requirements

• 3+ years of relevant experience.

Seniority level

Associate

Employment type

Full-time

Job function

Finance and Other

Industries

• Investment Management
• Financial Services
• Banking

Benefits

• Medical insurance
• Vision insurance
• 401(k)