Associate Wealth Advisor
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About The Position
The Calamos Wealth Management (CWM) Associate Wealth Advisor plays a crucial role in delivering exceptional service to high-net-worth clients. This position is designed for individuals who are passionate about wealth management and are eager to support the Senior Wealth Advisor in various capacities. The Associate Wealth Advisor acts as a vital link between clients and the Wealth Management team, ensuring that client needs are met efficiently and effectively. This role involves a combination of front and back-office responsibilities, including account administration and day-to-day processing of investment accounts. Direct interaction with clients is a key aspect of this position, making strong communication skills essential. In this role, the Associate Wealth Advisor will work diligently to deepen existing relationships with high-net-worth investors, enhancing their overall client experience. This involves not only providing exceptional client support but also actively engaging with clients to expand their relationship with CWM and increase the share of their wallet. The position requires a proactive approach to client onboarding, which includes gathering and organizing client information, preparing account paperwork, and monitoring account funding and transfers. The Associate Wealth Advisor will also assist in complex account maintenance requests, which necessitates direct communication with clients and custodians. Additionally, the Associate Wealth Advisor will support the Senior Wealth Advisor in preparing materials for client meetings, performance reporting, and investment proposals. This includes conducting regulatory considerations and fee analysis. The role also involves leading various CWM projects, which requires effective communication with internal partners, including senior management. Maintaining accurate records of client interactions in the CRM system is essential, as is the ability to utilize social media tools for client communication. The Associate Wealth Advisor will also be responsible for keeping detailed desktop procedures up to date and recommending process improvements to enhance efficiency.
