Client Service Associate- Wisehaupt Bray Asset Management

Hightower • Palm Beach Gardens, FL

19h

About The Position

At WB Wealth Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question, and the advisor who knows and understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision.
Whether you seek to plan for the next phase in life, pursue your lifelong dreams or secure your family’s future, we are here to support you along your path to success with trustworthy guidance and genuine compassion, every step of the way. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals.
What You’ll Do

We are looking for a successful Client Service Associate who excels in an evolving organization and performs at a high level under variable workloads. This is an opportunity to work with a personally supportive and successful small group of proven professionals.
Provide heartfelt support and communication to partners, administration, and all clients.
Work with partners and team members to help deliver upon client requests.
Maintain electronic client files.
Schedule client meetings and prepare reports for those meetings.
Prepare and process paperwork for client transactions - including opening accounts, address changes, closing accounts, transferring assets, deposits, withdrawals and communicating the status of transactions to clients and advisors.
Provide ongoing client account maintenance (e.g. all money requests, checks, wires, ACHs, RMDs, regular periodic transfers, ongoing special client requests).
Respond to client and advisor requests promptly.
Manage client gifts and electronically send holiday and birthday cards.
Notarize documents where applicable.

Requirements

• Minimum 3+ years of experience in the Finance industry
• Certified notary (or willing to become one)
• You can motivate yourself and others to deliver high-quality output.
• You can thoroughly manage a workload
• Initiate projects and ask, “How can I help?”

Responsibilities

• Provide heartfelt support and communication to partners, administration, and all clients.
• Work with partners and team members to help deliver upon client requests.
• Maintain electronic client files.
• Schedule client meetings and prepare reports for those meetings.
• Prepare and process paperwork for client transactions - including opening accounts, address changes, closing accounts, transferring assets, deposits, withdrawals and communicating the status of transactions to clients and advisors.
• Provide ongoing client account maintenance (e.g. all money requests, checks, wires, ACHs, RMDs, regular periodic transfers, ongoing special client requests).
• Respond to client and advisor requests promptly.
• Manage client gifts and electronically send holiday and birthday cards.
• Notarize documents where applicable.

Benefits

• This is an opportunity to work with a personally supportive and successful small group of proven professionals.
• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance
• Pet Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed