QR Code Link to This Post
Asset Advisors, LLC, a growing wealth management firm, is seeking a Client Service and Operations Associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
We are an affiliate of Carson Group Partners. Carson Wealth advisors are among some of the top in the nation. Become a member of one of the most respected teams in the wealth management industry.
Forbes Top Ranked Team
Barron's Hall of Fame
Inc. 5000 - Fastest Growing Private Companies in America
InvestmentNews Icons & Innovators
The Client Service and Operations Associate plays a critical role in our office. It is part administrative, part client development and part client service. With responsibility for the day to day operational duties of the firm, the Client Service and Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate and professional manner.
Responsibilities & Activities
Processes new accounts.
Processes account transfers.
Processes new contributions and redemptions.
Processes beneficiary changes.
Creates client meeting update books and reviews.
Sends update meeting letters.
Coordinates state, SEC, and FINRA licensing.
Handles miscellaneous operational activities.
Develops and maintains written systems of all activities.
Performs other duties as assigned.
Knowledge, Skills, & Abilities
Excellent attitude and an extraordinary client service orientation
A strong focus on getting the details right
Excellent organizational and time management skills
An ability to handle multiple tasks within tight time frames
Proficiency with Microsoft Office Suite
Strong analytical and research skills
Strong verbal, written, presentation, and interpersonal communication skills
BA/B S degree in finance-related field from an accredited institution
Previous securities and industry experience
FINRA Series 7 & 63
Salary is commensurate with experience.
We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client's lives.
For more information about our company, please visit our website www.assetadvisorsllc.net
If you're interested in this opportunity, please send your resume and letter of interest. Given the high demand for this position, we're only able to contact the most qualified candidates.