Wealth Management Client Services Associate

Job Description WealthBuilders Investments is a growing full-service faith driven wealth management company, an SEC registered investment advisor (RIA). We are looking to hire a senior financial assistant to support our advisor team and clients.The company offers holistic planning and investment management services to families, business owners, ministries, entrepreneurs, and retirees. Our firm strives to educate investors on how to align their faith with their finances for impact, purpose, and generational legacy.This job involves the candidate working directly with clients to deliver first class customer service. Strong people skills, team player, integrity, attention to detail, and problem solving are key character traits for this role.Candidates will carry the following skills:• Financial services industry and customer service/sales experience. Mandatory that you have background in the financial services industry.• Work with advisors to provide first class customer service and experience to clients. Able to function as a self-starter and autonomy in the workday• Ability to multitask and handle several projects at one time.• Team Player.• Offer creative ideas and solutions.• Must be able to sustain confidentiality.• Exceptional organizational skills.• Detail-oriented.• Proficient in Microsoft Office and Excel.• Desire to have fun, grow, and belong• Proficient in working with technology.Five years or more experience in the financial advisory industry required for this position as senior financial assistant/operations manager. Ideal candidate has worked with clients and financial advisors in a client service support role. Tasks include working directly with clients and advisors to open new accounts, complete investment subscription documents, facilitate money movements, schedule client meetings, prepare financial reports for meetings.Team member will oversee and implement office systems, organizational efforts to provide support to financial advisors. This is position with the firm requires high level of customer service skills, attention to detail, and ability to prioritize.Technology & Custodian Vendors:Company works with Charles Schwab as its primary custodian, and uses technology software including Orion, eMoney, Redtail, and DocuSign.Compensation:Salary Negotiable Based on Experience$80,000-$115,000 Salary plus performance and bonus potentialFull Benefits including 401k with Company MatchCompany DescriptionDynamic faith driven investment management company with a team & family focus.Company DescriptionDynamic faith driven investment management company with a team & family focus.