What are the responsibilities and job description for the Financial Client Associate position at Wealth Managers, LLC & Wealth Managers of Florida, LLC?
Company Description
Wealth Managers LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow and conserve our clients' wealth by delivering an unprecedented level of personalized service.
Role Description
We are seeking an experienced, results-oriented Client Associate to provide direct support to our financial advisor. The ideal candidate will be a proactive communicator with strong organizational skills and a passion for the financial industry. This is a full-time on-site role located in Estero, FL.
Responsibilities include :
- Assist the financial advisor in managing client relationships and maintaining accurate client records
- Prepare and process client documents and transactions while maintaining confidentiality and adherence to strict regulations
- Respond to client inquiries and provide timely follow-up on requests and services
- Manage calendar and prepare necessary documents and reports for client meetings
- Collaborate with internal teams to streamline processes and improve client experience
- Work with compliance to prepare client communications and presentations
Qualifications