Wealth Management Client Services Lead

Transitions Wealth Advisors; San Jose (CA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

15 paid holidays

PTO based on tenure

401k with company match

Health insurance

Group disability

Group life

Group vision

Group dental

Job summary

Transitions Wealth Advisors, located in San Jose, is seeking an experienced client-centric associate to support their advisor team. The ideal candidate will have 5-7 years of client service experience, with at least 3 years directly working with Financial Advisors. Responsibilities include client operational implementation, appointment preparation, and analyzing client information. The salary ranges from $80,000 to $105,000 based on experience, with additional benefits including health insurance, 401k matching, and 15 paid holidays.

Qualifications

• 5-7 years client service work experience required.
• Minimum 3 years directly working with a Financial Advisor preferred.

Responsibilities

• Lead support to advisor team for 170+ client households.
• Meet with clients for account opening procedures.
• Analyze client information and prepare reports.

Skills

Client service experience

Communication skills

Detail-oriented

Independent and team player

Proficiency in Microsoft Office

Ability to run math calculations

Education

Four year college degree

Tools

Redtail

Riskalyze

eMoney

Microsoft Outlook

Excel

Word

Job description

Transitions Wealth Advisors, located in San Jose, is seeking an experienced client-centric associate to support their advisor team. The ideal candidate will have 5-7 years of client service experience, with at least 3 years directly working with Financial Advisors. Responsibilities include client operational implementation, appointment preparation, and analyzing client information. The salary ranges from $80,000 to $105,000 based on experience, with additional benefits including health insurance, 401k matching, and 15 paid holidays.