Wealth Management Client Service Associate

Cary Street Partners Financial; Tampa (FL); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Travel for training

Job summary

Cary Street Partners Financial seeks a Client Service Associate – Registered to support the Wealth Management Group. You will assist with opening new accounts, account maintenance, and daily client operations, while liaising with clients, employees, and vendors.

Required SIE and Series 7 licenses; Series 66 preferred; bachelor’s or associate degree; experience with custodial and CRM systems. Base compensation ranges from $60,000 to $65,000 annually.

Qualifications

• Bachelor’s degree or Associate’s degree is required.

Responsibilities

• Provides a consistently positive client experience through excellent service and execution.
• Maintains client accounts and responds with urgency to meet or exceed expectations.
• Exercises discretion and independent judgment in relation to client relationship management.
• Performs trade reconciliation and ensures accuracy before escalation.
• Communicates with custodians and clearing firms on routine client matters.
• Collaborates with Financial Advisor to prepare client deliverables.

Education

Bachelor’s degree or Associate’s degree

Tools

E Money software

Custodial systems

CRM software

Job description

Cary Street Partners Financial seeks a Client Service Associate – Registered to support the Wealth Management Group. You will assist with opening new accounts, account maintenance, and daily client operations, while liaising with clients, employees, and vendors.

Required SIE and Series 7 licenses; Series 66 preferred; bachelor’s or associate degree; experience with custodial and CRM systems. Base compensation ranges from $60,000 to $65,000 annually.