Wealth Associate
3 weeks ago
Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries.
The Wealth Associate will work closely with a team of Wealth Management Advisors on all aspects of client service, retention, and growth including accurate resolution of inquiries by phone, email, and in person. Other responsibilities will include preparing and reviewing reports, composing a variety of correspondence and assembling documentation for accounts.
The ideal candidate must have excellent written and verbal communication skills, a strong ability to multitask, and respond quickly and accurately with high attention to detail.
Other responsibilities will include maintaining the integrity of client documents, for compliance and internal regulatory requirements as well as ensuring all information and documentation are up to date, complete and in good order.
Essential completion of the CSC and CPH courses are required. A degree in business, finance or economics is preferred.
Job Function
The candidate’s role and responsibilities include:
- Assist Wealth Advisors with processing and confirming client transactions as well as developing retirement analysis plans; rigorous follow up to ensure proper processing and minimize mistakes
- Deal directly with clients and assist in preparing advisors for meetings (account opening documentation, necessary research etc.)
- Process and follow-up on proper maintenance of accounts and other transactions
- Assist with servicing existing clients and marketing initiative for new clients and identifying new business opportunities
- Discuss products and services recommended to clients and respond to general questions
- Perform various duties and conduct research as required
- The Wealth Associate works closely with one financial advisor, but they may also assist other financial advisors and have frequent, extensive contact with clients.
- They must handle the financial advisor's appointment calendar, accept incoming calls, and make outgoing calls.
- They handle email and mail correspondence, input transactions for client accounts, and monitor client files for compliance with various regulations.
- They will generate research reports
The Ideal Candidate:
- Degree in business administration, finance or economics
- Successful completion of the CSC and CPH
- Excellent MS Office skills (Word, Excel and Outlook)
- Detailed-oriented and organized
- Demonstrated ability to meet deadlines and work under pressure with a strong ability to multitask
- Strong interpersonal skills, with the ability to work effectively with employees and clients at all levels
- Strong initiative and ability to work effectively without supervision
- Salary, bonus plans, and benefits.
This is a great opportunity to learn and grow with a strong team of professionals that want to see you succeed. Rothenberg Wealth Management offers strong brand recognition, a committed group of supportive colleagues and a flexible work environment.
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