Wealth Management Operations Associate - Client Services

Leeds Professional Resources; Town of Florida (NY); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

An established financial services firm in the United States is offering an exciting opportunity for an Associate role. This position supports a top-producing team, providing the chance for significant career growth in finance. Key responsibilities include assisting with account functions, preparing meeting documents, and communicating with clients. Candidates should have over 3 years of relevant experience. The firm offers benefits such as medical insurance, vision insurance, and a 401(k).

Qualifications

• 3+ years of relevant experience.

Responsibilities

• Assist the team with all non‑sales related functions.
• Prepare meeting documents and other materials.
• Schedule meetings for team utilizing various applications.
• Respond to client questions regarding accounts.
• Review daily activity and reconcile current client activity.
• Process client paperwork and communicate directly with clients.
• Assist with establishing online access for services.
• Attend compliance and education training sessions.
• Various related duties.

Job description

An established financial services firm in the United States is offering an exciting opportunity for an Associate role. This position supports a top-producing team, providing the chance for significant career growth in finance. Key responsibilities include assisting with account functions, preparing meeting documents, and communicating with clients. Candidates should have over 3 years of relevant experience. The firm offers benefits such as medical insurance, vision insurance, and a 401(k).