Wealth Management Ops & Client Service Pro

Right Executive Search, LLC; Baton Rouge (LA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical Benefits

401(k) Match

Annual Bonus

Job summary

A leading firm in Baton Rouge is seeking an RIA Operations & Client Service Associate to enhance their client service and operational efficiency. This full-time position offers a supportive environment and opportunities for professional growth. The ideal candidate will have a strong background in financial services, with at least 7 years of experience, and a proactive approach to client relations. Join a dynamic team focused on delivering exceptional service to high-net-worth clients.

Qualifications

• Minimum of 7 years in financial services operations or client service.
• Experience with high-net-worth clients in an RIA or broker-dealer.

Responsibilities

• Prepare reports and manage post-meeting follow-up.
• Process account paperwork and handle client inquiries.
• Execute trades and support transaction workflows.

Skills

Organizational Skills

Problem Solving

Client-focused

Attention to Detail

Tools

Redtail

Envestnet

eMoney

Laserfiche

Job description

A leading firm in Baton Rouge is seeking an RIA Operations & Client Service Associate to enhance their client service and operational efficiency. This full-time position offers a supportive environment and opportunities for professional growth. The ideal candidate will have a strong background in financial services, with at least 7 years of experience, and a proactive approach to client relations. Join a dynamic team focused on delivering exceptional service to high-net-worth clients.