Simplex. · 2 months ago
Client Services Associate - Wealth Management (Buckhead)
Atlanta, GA
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $80K/yrSimplex is an established Registered Investment Advisor and Financial Life Manager with over $1B in Assets Under Management. They are seeking a Client Services Associate who is early in their career and interested in learning wealth management while supporting advisors and clients.
Responsibilities
Enhance the client experience by providing exceptional client service in various functions, including new account opening, document completion, and resolving client inquiries
Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds
Proactively coordinate client service activities in conjunction with the advisory team
Organize materials for client meetings, as well as ad hoc requests
Actively participate in the firm’s compliance and efficiency efforts
Answer incoming calls and join in on meetings
Qualification
Required
A desire to learn the ins and outs of wealth management and progress to a Wealth Advisor role long term
Strong attention to detail and organizational skills
Ability to self-start and think creatively
Proven ability to work in a team-oriented environment
Discretion with confidential information
Strong communicator, people person, and networker - Networking and business development becomes more important long-term as a Wealth Advisor
Preferred
Experience / Demonstrated intereste in the Investment / Wealth Management industry is preferred
Experience with Outlook and CRM applications (Salesforce) is a plus
Has obtained or is Interested in obtaining a Series 65
Company
Simplex.
10 years in third party agency and corporate recruiting with a specialization in IT/Engineering placements in high tech companies.
Founded in 2012
0-1 employees
Funding
Current Stage
Early StageLeadership Team
Mike Morgan
Partner
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