Sr. Associate, Client Service ( Wealth Management)

Nfp • Rockville, MD

206d • $57,000 - $98,000 • Hybrid

About The Position

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. This is a hybrid position with in-office flexibility 2-3 days a week and will support our wealth management division (not our insurance or retirement divisions).

Requirements

• College degree (preferred).
• New grads considered with a business and/or finance-related degree and internship/work experience.
• Minimum four years of directly related industry experience; experience in financial planning and/or the securities industry (helpful).
• Numerical accuracy and attention to detail (required).
• Ability to prioritize tasks and work in a team.
• Desire to learn, be resourceful, and think outside the box.
• Professional appearance.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Continuously exhibits personal integrity and professional initiative and a personable demeanor.

Responsibilities

• Develop and maintain strong relationships with clients, advisors and other team members across the firm.
• Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
• Manage distribution/receipt of clients paperwork.
• Answer phone calls, resolve issues, and/or take messages as needed.
• Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
• Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
• Prepare client letters/emails as needed.
• Assist advisors with scheduling client meetings and calendar management.
• Confirm appointments directly with clients, via email and/or phone.
• Manage complex client needs.
• Acts as a mentor/trainer for new team members.
• Perform other duties as needed.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Food Services and Drinking Places
• Education Level: Bachelor's degree