Overview In this role, you support Financial Advisors, Private Wealth Advisors and teams to deliver client-focused service across digital marketing, portfolio tools, financial planning, and reporting. You will handle policy, standards, and presentation materials, while measuring performance for technically advanced accounts. You collaborate with cross-functional teams to drive client engagement and implement firm-approved processes. The position offers exposure to marketing, analytics, and advisory operations within a leading wealth-management group.
Responsibilities- Support FA/PWA/team by preparing for client meetings and tracking outcomes
- Provide backup for Client Service Associate duties including money movements, client inquiries, and enrollment in digital tools
- Assist with digital and in-person marketing elements (conferences, seminars, webinars, websites, social media, email)
- Prepare/review client reports or financial plans from firm-approved systems for clients or prospects
- Conduct research using firm-approved systems and participate in client/prospect meetings as the service representative
- Engage in firm initiatives, training programs, and special projects directed by local management
Key requirements- 5+ years of experience in a field relevant to the position
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Additional product licenses may be required
- Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts)
- Technically proficient and quick learner of new platforms
- Detail oriented with strong organizational skills and prioritization
- Expert knowledge of MS Office, especially MS Excel, and internet applications
- Excellent writing, interpersonal and client service skills
- Strong time management and teamwork abilities
- Ability to work in a fast-paced, evolving environment
- Willingness to pursue CIMA or CFA designation
- writing
- interpersonal skills
- client service
- MS Excel
- MS Office
- MS Online
