Client Service Associate - Wealth Management

We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! Responsibilities Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients’ needs Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Requirements: Prior experience from a broker/dealer, RIA, or other wealth management firm #J-18808-Ljbffr