Wealth Management Specialist, Sr. jobs in Atlantic City, NJ

At our company, we offer competitive compensation packages, including benefits such as health insurance, retirement plans, and paid time off. We also provide opportunities for professional development and growth within the organization.

Job Overview:

We are seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will play a crucial role in supporting our clients and ensuring their satisfaction. This position requires excellent communication skills, strong attention to detail, and the ability to work in a fast-paced environment.

About this role:

McPeak Wealth Management is seeking a Client Associate.

In this role, you will:

• Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
• Facilitate Financial Advisor and client requests for account related information and/or quotes
• Schedule and prepare for appointments with new or prospective clients
• Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
• Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
• Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
• Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

Required Qualifications:

• 2 years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Brokerage client support experience or financial services industry experience
• Administrative support experience in financial services
• Experience interacting directly with customers
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Client service focus with the ability to listen to customer needs and recommend solutions
• Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

This position is not eligible for Visa sponsorship.

If you are a motivated individual who thrives in a dynamic environment and enjoys working closely with clients, we would love to hear from you.

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person