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Location

Sugar Land, TX | United States

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Job description

Top Reasons to Work with Us

We are an established and expanding wealth management firm in Texas looking for a Senior Client Service Associate or Junior Advisor, to be a part of driving the success of our clients nationwide and helping advisory teams in all aspects of wealth management.

What You Will Be Doing

- Cultivating and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
- Preparing for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
- Coordinating the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
- Maintaining and tracking prospect and client engagement in the relationship management system.
- Be the SME for all client service-related processes and systems and promote best practices for junior team members.

What You Need for this Position

- Series 63, Series 7, Series 65 are not required but a huge plus.
- Previous experience at an RIA or bank.
- Previous Customer Service Experience

-Bachelors degree.
-Minimum of 3 years serving wealth management clients or other relevant industry experience.

What's In It for You

Salary Range $70K-$100K (DOE) + Bonus + Commission Split
- Generous PTO 
- Benefits
- 401K 
- Medical, Dental, Vision
- Paid Parental Leave and much more!

So, if you are a Senior Client Service Associate or Junior Advisor with experience, please apply today!

Benefits

Applicants must be authorized to work in the U.S.

Preferred Skills

Client Services

Junior Advisor

Series 65

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Job tags

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Salary

$70k - $100k