Wealth Management Client Services Associate

Wealth Enhancement Group; Sandy Springs (GA); Ibrido; USD 50.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, and vision coverage

401k with match

Paid time off and holidays

Tuition reimbursement

Descrizione del lavoro

Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. This hybrid role involves client onboarding, administrative tasks, and relationship management, ensuring a seamless client experience.

The ideal candidate should possess a bachelor's degree in a related field and financial knowledge. Strong communication skills, attention to detail, and the ability to manage multiple tasks are essential for this position, which offers growth in wealth management.

Competenze

• 1–2 years of experience in financial administration or client service preferred.
• Interest in pursuing professional credentials such as the CFP or Series 65.

Mansioni

• Prepare and process client paperwork accurately.
• Engage with clients to understand their goals and financial needs.
• Coordinate next steps and ensure timely follow-through on inquiries.
• Support advisors with operational improvements and process enhancements.

Conoscenze

Financial knowledge

Professional communication skills

Attention to detail

Ability to manage multiple priorities

Formazione

Bachelor’s degree in Finance or related field

Strumenti

Microsoft Office

Salesforce

Orion

eMoney

Descrizione del lavoro

Wealth Enhancement Group in Sandy Springs, GA is seeking a Client Service Associate to support high-net-worth clients and Financial Advisors. This hybrid role involves client onboarding, administrative tasks, and relationship management, ensuring a seamless client experience.

The ideal candidate should possess a bachelor's degree in a related field and financial knowledge. Strong communication skills, attention to detail, and the ability to manage multiple tasks are essential for this position, which offers growth in wealth management.