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Wealth Management Associate

Houston, TX

Employment Type: Direct Category: Administrative Job Number: 18754 Work Model: #LI-Onsite Internal Reference: #LI-CS1

Job Description

Our West area investment client company is seeking to add a client operations professional to their growing firm. The relationship between the clients and the service provided by our client is a high priority. They are looking for someone who can support the business with that commitment in mind. PRIMARY RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:
  • Provide ongoing service and operational support to branch office advisors and their partners
  • Facilitate plan development and administration
  • Gather client submitted financial documents/statements
  • Organize relevant inputs
  • Manage plan implementation
  • Manage the Client Onboarding experience
  • Prepare and process account opening paperwork
  • Interact with clients throughout transition of accounts
  • Identify, track, and follow up on outstanding items
  • Serve as the primary point of contact for coordination of services (insurance, estate, tax, etc.)
  • Update and maintain client data in relationship management and reporting systems
  • Process client requests for transactions, distributions, and account maintenance
  • Prepare plan/account updates for client meetings
  • Respond to client inquiries on both operational and planning related topics
  • Perform other service related or operational duties, as required

EXPERIENCE & SKILLS REQUIRED:
  • 4 years of experience in a similar role required
  • Grasp of financial services concepts including investments, retirement accounts, annuities & insurance, etc.
  • Attention to detail, strong organizational skills, and thorough follow-up
  • Ability to prioritize while working quickly and accurately
  • Effective and concise communication skills
  • Resourceful and proactive work style with strong sense of ownership
  • Pleasant attitude and approachable demeanor
  • Experience with SalesForce or other CRM preferred
  • Proficient in Microsoft Office Suite and overall comfort with using technology
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