Wealth Management Client Sales & Service Specialist

Confidential; Monroe (LA); On-site; USD 45,000 - 65,000; Full time

Job summary

Confidential in Monroe, LA is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform and help drive revenue through client contact and relationship building.

The role emphasizes data integrity, regulatory compliance, and proactive service, including handling account maintenance, openings, and inquiries, while working with back office and cross-functional teams.

Qualifications

• 0–2 years of experience required; 2–4 years preferred.
• High school diploma required; bachelor’s degree preferred.
• Proficient in Microsoft Office; DocuSign experience is a plus.
• Strong written and verbal communication skills and customer service focus.
• FINRA licenses: Series 7, 66/63 preferred; Life & Health licenses preferred.

Responsibilities

• Provide support to management, advisors and staff, manage files and emails.
• Extensive client contact across prospective and existing clients.
• Process account maintenance requests and address changes.
• Liaise between sales, compliance, and other business lines.
• Manage account opening process and regulatory documentation.
• Review client activity for accuracy and reconciliation.
• Attend client meetings, prospect meetings, and events as needed.
• Coordinate tasks with changing priorities in a fast-paced environment.
• Fulfill advisor requests and resolve service-related issues.
• Ensure compliance with policies and client privacy.
• Master technology for full utilization.

Skills

Client relationship management

Sales support

Data integrity

Cross-team collaboration

Attention to detail

Education

High School diploma

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

DocuSign

Job description

Confidential in Monroe, LA is seeking a Wealth Management Client Sales Specialist to support advisors on a full-service platform and help drive revenue through client contact and relationship building.

The role emphasizes data integrity, regulatory compliance, and proactive service, including handling account maintenance, openings, and inquiries, while working with back office and cross-functional teams.