Drive client satisfaction as a Licensed Financial Associate. Oversee transaction reviews, manage correspondence, and prepare for client meetings while ensuring compliance in an agile wealth management setting.

This role requires a minimum of 2 years' experience in financial services or wealth management. You will utilize your solid understanding of investment operations and portfolio administration, ensuring seamless communication with clients. Attention to detail is essential as you juggle multiple priorities while adhering to compliance-driven workflows and documentation procedures.

Key Responsibilities

• Review daily client transaction activities
• Confirm fund receipts and address client inquiries
• Schedule and prepare for client meetings
• Maintain accurate records in CRM systems
• Assist advisors with portfolio administration

Requirements

• 2+ years in financial services or wealth management