Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs) · 1 day ago
Sr. Registered Private Wealth Client Service Associate
Helena, MT
Full-time
Onsite
Senior Level
$75K/yr - $90K/yr
5+ years expDavis Talent Search is a modern wealth management organization that combines an SEC-registered RIA with a fully licensed Broker-Dealer. They are seeking a Senior Registered Private Wealth Client Service Associate to enhance the client experience by delivering exceptional service and supporting Wealth Advisors with operational and administrative tasks.
Staffing & Recruiting
No H1B
Hiring Manager
Jenna Klugh-Davis
Responsibilities
Maintains client relationships by processing requests, resolving inquiries, and ensuring client documentation is accurate and up to date
Onboards new client accounts, including collecting required documentation and information
Supports Wealth Advisors with trade execution, including analyzing cash flows, DCA, and model reports where applicable
Conducts research and analysis of securities and model portfolios to inform investment decisions
Assists in the preparation and input of data for personalized financial plans to help clients achieve their goals
Supports 401(k) plan administration, including creating educational materials and assisting with participant enrollment
Leads junior Client Service Associates, providing guidance, training, and oversight
Collaborates with Wealth Advisors to streamline processes and optimize operations
Identifies opportunities for peer sharing and leveraging firm resources to enhance client service
Qualification
Required
Minimum of 5 years of experience in wealth management operations
Experience with major custodian - Pershing
Active Series 65 license
Strong operational focus; experience in both Wirehouse and RIA environments
Excellent organizational, time management, and communication skills
Strong computer proficiency, including Microsoft Office
Detail-oriented with the ability to document and improve processes
Exceptional interpersonal and client service skills
Ability to thrive in a fast-paced, evolving environment
Preferred
Series SIE and/or Series 7
CFA designation or CFA candidate
Background in investment operations and portfolio analysis
Benefits
Medical, Dental, Vision health insurance.
Life Insurance.
LTD.
STD.
401k.
PTO.
Company
Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs)
Welcome to Davis Talent Search, where we truly believe that finding candidates the perfect position and finding employers the perfect candidates are where job satisfaction starts.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase