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    Client Service Associate - Naples, United States - TalentWealth

    TalentWealth
    TalentWealth Naples, United States

    3 weeks ago

    TalentWealth background
    Description

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Client Service Associate to their growing team. This position is 100% in-office Monday-Friday.

    Essential Duties and Responsibilities:

    Some of the responsibilities would be:

    • Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services requests.
    • Work closely with the financial advisor to help prepare for client meetings
    • Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client base
    • Coordinate and process all paperwork as needed for accounts and client relationship
    • Maintain all client information and account records according to our electronic archiving procedure
    • Document all client servicing activities in the appropriate system(s)

    Requirements

    • Bachelor's degree
    • Ability to obtain the Series 7 and 66 licenses
    • 2+ years of experience in client service with an RIA or financial advisory practice
    • Knowledge of financial services and investments industry
    • Polished and organized
    • Excellent verbal and written communication is required
    • Attention to detail and ability to multitask
    • Strong initiative and work ethic, and an ability to work both within a team and on a self directed basis
    • Ability and willingness to work additional hours if necessary to complete core responsibilities

    This practice offers competitive compensation and benefits, an inviting work culture, and oportunities for career growth.

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