Wealth Management: Client Services & Solutions Associate

Manning & Napier; City of Rochester (NY); Vor Ort; USD 34.000 - 39.000; Vollzeit

Zusammenfassung

Manning & Napier in Rochester, NY is seeking a Wealth Management Associate to collaborate with Distribution, PFA, and Relationship Managers to service clients and Advisors. You will report to the Client Service Manager and help coordinate all aspects of client relations and investment servicing.

You will develop knowledge of investment solutions, custody processes, and client reporting, while supporting meetings, reviews, and ad hoc requests with accuracy and professional communication.

Qualifikationen

• One year of investment industry experience preferred.
• Series 7 and 66 or equivalent to be obtained within 12 months of start date.
• Prior direct client relationship experience preferred.
• Work independently with strong prioritization and organization skills.
• Excellent verbal and written communication skills.
• Comfort in dealing with numbers/mathematics.

Aufgaben

• Develop knowledge of all investment solutions and custody services.
• Coordinate and monitor account openings, asset transfers and closing processes and documentation.
• Oversee the preparation and accuracy of client reports including year-end summaries, 1099 reporting, performance reports, client statements, and ad hoc requests.
• Prepare and coordinate client reviews for meetings and mailings.
• Participate in problem solving and troubleshooting of client, PFA, and Distribution team issues and inquiries.
• Critical review of incoming correspondence and routing for timely processing and approvals.
• Assist with client portal support phone queue.
• Escalation of problems to management as appropriate.
• Participate in prospecting initiatives and campaigns as appropriate.
• Provide back-up coverage and support to other members of the team.
• Assist with training new team members on practice and procedure, and mentoring new Client Service Associates.
• Other projects as assigned.

Kenntnisse

Investment knowledge

Series 7/66

Client relationship experience

Independent work

Communication skills

Numerical proficiency

Jobbeschreibung

Manning & Napier in Rochester, NY is seeking a Wealth Management Associate to collaborate with Distribution, PFA, and Relationship Managers to service clients and Advisors. You will report to the Client Service Manager and help coordinate all aspects of client relations and investment servicing.

You will develop knowledge of investment solutions, custody processes, and client reporting, while supporting meetings, reviews, and ad hoc requests with accuracy and professional communication.