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    Financial Advisor Assistant - Chicago, United States - MAP Wealth Management

    MAP Wealth Management
    MAP Wealth Management Chicago, United States

    1 week ago

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    Description

    Financial Advisory Assistant / Client Service Associate Job Description $60k-$90k

    MAP Wealth Management,a growing wealth management firm, is seeking a client service associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization If you are passionate, eager to succeed, and share our vision, then we would love to hear from you

    Description

    The client service associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Team Leader must be able to work effectively with other staff members, clients, and the Wealth Advisors.

    Responsibilities & Activities

    Communicates, implements, and ensures compliance with guidelines and policies:

    Maintains compliance policies and documentation.

    Oversees the compliance and advertising approval process.

    Oversees trading for the office:

    Places trades and rebalances accounts.

    Reviews account confirmation statements.

    Sends trading-related correspondence to clients.

    Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings.

    Manages new business functions:

    Meets with clients and starts new client forms processing.

    Follows up with clients as needed to make sure all paperwork is processed.

    Handles training and continuing education for the firm.

    Coordinates team meetings:

    Sets agenda.

    Disseminates minutes, resulting tasks, and timelines for completion.

    Develops and maintains written documentation (systems) of all activities.

    Performs other duties as assigned.

    Knowledge, Skills, & Abilities

    Requires:

    Excellent knowledge of the securities industrys rules and regulations

    FINRA Series 7, 66

    Strong communication and interpersonal skills

    Excellent organizational and time management skills

    Excellent attitude and an extraordinary client service orientation

    Ability to handle multiple tasks and operate within tight deadlines

    Proficiency with Microsoft Office Suite

    At least one year of experience in a financial services firm assisting with day-to-day operations.

    A bachelors degree is preferred.

    Attendance is an essential function.

    Salary is commensurate with experience. $60k-$90k

    Benefits

    Retirement Plan

    Health Insurance

    Professional development assistance

    We offer a great working environment in a beautiful and professional downtown office location. Our culture is fast-paced, motivational, and focused on improving our clients lives.

    For more information about our company, please visit our website .

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