Wealth Management Client Concierge & Operations

Raymond James; Sarasota (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Plan + Match

Profit Sharing

Bonus Eligible

PTO + Holidays

Job summary

Main Street Financial Group is seeking a client-focused support associate to assist financial advisors and staff in a busy wealth management office. This onsite role centers on accurate account processing, client communications, and teamwork to deliver excellent service.

Responsibilities include opening accounts, processing transactions, preparing meeting materials, and maintaining CRM records. The candidate will engage in ongoing training, handle sensitive information with discretion, and

Qualifications

• Experience with wealth management industry workflows and client servicing.
• Familiarity with CRM or contact management software.
• Proficiency in MS Office and data handling.

Responsibilities

• Interact with clients daily by phone, in person, and email.
• Open new client accounts and process money movements.
• Place trades as directed by Financial Advisor.
• Schedule client meetings and prepare meeting materials.
• Maintain CRM records and files accurately.
• Participate in training and professional development.
• Collaborate with team to support advisors and branch.

Skills

CRM software

Microsoft Office 365

Communication

Job description

Main Street Financial Group is seeking a client-focused support associate to assist financial advisors and staff in a busy wealth management office. This onsite role centers on accurate account processing, client communications, and teamwork to deliver excellent service.

Responsibilities include opening accounts, processing transactions, preparing meeting materials, and maintaining CRM records. The candidate will engage in ongoing training, handle sensitive information with discretion, and