A Houston-based RIA located in CityCentre is hiring a Temporary Wealth Management Associate to fill their personnel gap due to a maternity leave. This temporary on-site role will be responsible for day-to-day client service needs, supporting four wealth advisors daily for twelve-weeks (3/25/24 to 6/21/24), Monday-Friday from 8am to 5pm. Key responsibilities include:
Responsibilities
- Assist up to four financial advisors with daily activities including maintaining calendars, preparing correspondence, and delivering an exceptional client servicing experience.
- Working with an advisor who may be transitioning his book of business to our firm.
- Interact with clients in person, over the phone, and via email
- Prepare and review new account paperwork
- Facilitate and resolve client service requests
- Apply a working knowledge of operations/client-service processes
- Work independently, effectively, and efficiently
- Ensure paperwork is prepared and provided for all client meetings promptly
- Handle confidential and sensitive information responsibly
- Assist in monthly/quarterly reporting activities
- Answering inbound calls
- Process cashiering requests for clients
- Manage multiple financial online systems in a paperwork-intensive environment
- Deliver exceptional client service in person, over the phone, and via email
- Facilitate and resolve client service requests
- Perform other duties as assigned
- Attend required operations and compliance meetings
- Complete required operations and compliance related projects
- Supervised by Director of Operations
Requirements
- High level of professionalism when dealing with clients
- Detail-oriented and able to work in a fast-paced environment
- Committed to providing an exceptional client service experience
- High degree of comfort managing multiple tasks simultaneously while remaining meticulous when
- completing work
- Excellent time management skills and operate with a high level of focus
- Strong character and a positive attitude
- Proficient with Microsoft Office
- Excellent communication and interpersonal skills
- Dependable and reliable
- Possess the ability to problem-solve and think critically
- Experience working with Fidelity Investments (Wealthscape), Charles Schwab (Advisor Center) and LPL (ClientWorks) preferred