Client Associate - Wealth Management

Management, Consulting
Full Time

Job Description

Our client, a Wealth Management Firm is looking for a:

Client Associate - Wealth Management
Nashville, TN - temporarily remote
Long Term Contract

Role Purpose:
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:
* Educate clients on account services and capabilities
* Input data in to financial planning tools
* Assist with the preparation of reports and other materials for client meetings
* Ensure appropriate documentation is collated for new accounts and service requests

Key Deliverables:
* Leverage communications channels to enhance relationships with clients
* Maintain management systems with up to date client information
* Organize logistics for team marketing events and maintain marketing materials
* Provide team with calendar detailing daily, weekly and monthly activities
* Identify service opportunities for clients

The post Client Associate - Wealth Management appeared first on TSR Consulting Services.
Dice Id : tsrny
Position Id : 64570
Originally Posted : 1 month ago
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