Client Services Associate - Wealth Management (Buckhead) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Simplex. · 1 day ago

Client Services Associate - Wealth Management (Buckhead)

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$65K/yr - $80K/yr

Simplex is an established Registered Investment Advisor and Financial Life Manager with over $1B in Assets Under Management. They are seeking a Client Services Associate to provide operational and service support while learning about wealth management and progressing towards a Wealth Advisor role.

Information Technology & Services
Hiring Manager
Julia Littleton
linkedin

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

Wealth ManagementSeries 65CRM applicationsAttention to detailCommunicatorNetworkingTeam-orientedCreative thinking

Required

Experience / Demonstrated interest in the Investment / Wealth Management industry is preferred
A desire to learn the ins and outs of wealth management and progress to a Wealth Advisor role long term
Has obtained or is Interested in obtaining a Series 65
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 with Outlook and CRM applications (Salesforce) is a plus

Company

Simplex.

twitter
company-logo
10 years in third party agency and corporate recruiting with a specialization in IT/Engineering placements in high tech companies.
dateFounded in 2012
location
Austin, TX, US
people-size0-1 employees
web-link
http://www.simplexhires.com

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Mike Morgan
Partner
linkedin
Company data provided by crunchbase