Wealth Management Client Services Associate

PowerToFly; Albuquerque (NM); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Diversity and inclusion initiatives

Opportunities for mobility within the firm

Job summary

A leading financial services firm in Albuquerque is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance to Financial Advisor teams. The ideal candidate will have strong interpersonal and time management skills and knowledge in financial products. Responsibilities include managing client relationships, executing transactions, and assisting with onboarding processes. This is an excellent opportunity to build a career within a prestigious organization that values diversity and inclusion.

Qualifications

• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options.
• Exceptional writing skills.

Responsibilities

• Provide service coverage for a Financial Advisor/Private Wealth Advisor/team.
• Support FA/PWA/team in client relationship management.
• Execute transaction requests from clients.

Skills

Interpersonal skills

Time management

Detail oriented

Team collaboration

Client service skills

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63 and Series 65

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

A leading financial services firm in Albuquerque is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance to Financial Advisor teams. The ideal candidate will have strong interpersonal and time management skills and knowledge in financial products. Responsibilities include managing client relationships, executing transactions, and assisting with onboarding processes. This is an excellent opportunity to build a career within a prestigious organization that values diversity and inclusion.