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Wealth Management Client Services Associate

Company: Loop Recruiting
Location: Greenville
Posted on: March 17, 2023

Job Description:

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.


Our client is seeking a Wealth Management Client Service Associate to join their team. The Wealth Management Client Service Associate will support the Financial Advisor in all details of a client's portfolio, preparing for client meetings, preparing performance reports, opening new accounts, monitoring accounts, developing solutions to client issues as well as creating genuine relationships with the client.


  • Demonstrates accountability and takes ownership in daily work by assuming responsibility and consistently taking action that supports the success of the Financial Advisor
  • Responds to investment client inquiries and requests in a timely and accurate manner
  • Monitors and follows through on all tasks from start to finish to ensure completion of the transaction or process.
  • Communicates at a high level both in person and through email to convey the firm's message and investment discipline
  • Maintains information in the company CRM database, including, and not limited to, entering new clients/contacts, creating groups and/or running reports and creating workflow efficiencies
  • Complies with all industry and broker/dealer rules and regulations
  • Maintains all required licensing and meets continuing education requirements on an annual basis
  • Operates autonomously and comfortable working in a small office setting, which often requires the individual to adapt to new responsibilities as the firm grows and evolves
  • Software: Microsoft Windows (Word, Excel, Outlook), Morningstar, Vertafore AMS360, Schwab Advisor Center Qualifications
    • Bachelor's degree preferred
    • Hold active FINRA Series 7 and 65 licenses
    • Client-focused, highly dependable and analytical
    • Exemplary communication and presentation skills
    • Strong time management, organizational skills; able to effectively prioritize/multi-task
    • Proven ability to meet deadlines as well as effectively identify and solve problems
    • Must maintain a high level of confidentiality and have a client-focused, helpful attitude

Keywords: Loop Recruiting, Greenville , Wealth Management Client Services Associate, Executive , Greenville, South Carolina

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