Wealth Management Client Associate
Are you passionate about client service and looking to grow your career in wealth management?
Our growing financial advisory practice is seeking a Wealth Management Client Associate to provide high-level support to our advisory team and help deliver exceptional service to our clients.
What You’ll Do:
• Assist in managing and strengthening client relationships through regular communication and follow-ups.
• Support client onboarding, account maintenance, distributions & systematic contributions, ACH and documentation processes.
• Help close out existing work items relating to client onboarding
• Document all client communication via our CRM system.
• Prepare financial reports/analysis and assist in meeting preparation for advisors.
• Handle client inquiries, resolve service requests, and ensure a seamless client experience.
• Coordinate and assist with client events, educational workshops, and outreach initiatives.
• Calendar Management for Investment Advisory Representative Who You Are:
• A detail-oriented and client-focused professional with excellent communication skills.
• Someone who thrives in a fast-paced environment and enjoys working as part of a team.
• Comfortable handling client service responsibilities while supporting a growing advisory practice.
Preferred:
• Licenses: Series 7, Series 65 or 66
• Experience with financial platforms on Pershing such as NetX, Envestnet, Wealth Reporting as well as eMoney.
• Familiarity with financial planning software and CRM systems.
• Strong organizational and problem-solving skills.
• Minimum 3 years industry experience.
This role is a great opportunity to be part of a dynamic, growing team where you’ll play a key role in ensuring clients receive top-tier service while supporting the success of the advisory practice.
Interested?
Apply today to start the conversation!
Send resume/CV: maryann.stahl-patton@northeastfn.com