Careers

Want a career in Wealth Management? 

We provide training and advancement opportunities for the right candidates. We’re looking for a Client Service Associate to join our Financial Advisor team. This is a great entry level position for someone who wants to be in the wealth management industry and sees themselves as a Financial Advisor in the future.

As a Client Service Associate you will be working with high-net-worth clients and their Advisor.

The ideal candidate will:

• Work closely with Advisor to respond to client questions or issues
• Keep management systems up-to-date with client information
• Help Advisor with the preparation of reports and other materials for client meetings
• Answer Advisor phone calls, take meeting notes, and enter notes into client contact system.
• Schedule and confirm client meetings
• Collect client documentation for opening new accounts and service requests
• Work with multiple client files and help organize and summarize data
• Collect and input financial information for financial plans
• Setup and update client files as needed
• Help ensure a positive client experience

Experience

• 3-4 years of client service experience
• Must have a completed 4 year degree from an accredited university to be considered for this role
• Experience working in Banking or Wealth Management industry preferred but not required, Must have transferrable skills if candidate is from a different industry.
• Experience with Salesforce and Moneyguide is a plus but not essential
• Proficient in Microsoft Office Suite - Excel, Word, Outlook, PowerPoint

Skills

• Superior interpersonal skills
• Must be a team player
• Excellent verbal and written communication
• Detailed oriented (nothing gets past you)
• Strong mathematical and analytical skills
• Natural curiosity and problem-solving skills
• Effective organizational, multitasking, and prioritizing skills

If you are interested in this position please send a cover letter letting us know why you think you are a great fit for the position along with your resume to karla.arguello@cathypareto.com