Wealth Management Specialist, Sr. jobs in New Haven, CT

Fiduciam Financial is a Private Wealth Management Firm comprised of a growing team of professionals whose focus is on caring for our clients in all aspects of their financial well-being. Through close collaboration, our teams of Financial Advisors and Client Concierges work together to ensure that our clients experience the height of excellence in all their interactions with us.

We are currently looking to add to our Concierge team as we continue to grow so that we are able to maintain our high level of client service. Whether you are a recent college graduate or a more experienced person looking to change careers, we encourage you to reach out to learn more about our team and this opportunity! Prior experience within the Finance industry is not necessary, as we have developed a comprehensive in-house training curriculum that you will work through alongside our team trainer. This position is a wonderful way to join our team and has incredible growth potential! The ideal candidate for this role would be someone who truly enjoys working with people, is a strong problem solver and thrives in a support role. Please see below for a brief description of the role.

The Concierge Team is focused on facilitating all interactions between our Clients and our Advisors, while ensuring that our client's experience with our firm consistently exceeds their expectations.

Among other tasks, the Client Concierge is responsible for the following:

· Completion of the meeting prep process for advisors, as well as completing the post meeting follow up tasks. Concierges team members are also expected to attend and participate in client meetings.

· Promptly answering phones and assisting clients with basic needs, requests and questions as appropriate.

· Conducting transactions and moving money for clients per Advisor instructions.

· Maintaining client files, submitting forms, uploading documents.

· Processing checks and client forms.

· Remaining compliant with the procedures and regulations established by Fiduciam Financial and Ameriprise Financial.

· Supporting the Creative Director in Marketing events.

· Supporting the Team and Advisors in special projects.

· Planning, scheduling, and organizing the advisor's calendars.

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Customer service: 1 year (Required)

Work Location: In person