Wealth Management Client Associate Job In Mill Valley, California, Diverse Lynx

Published 2022-09-22
Expires 2022-10-22
ID #1178482660
Wealth Management Client Associate Job In Mill Valley, California, Diverse Lynx
United States, California, Mill Valley,
Published September 22, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Wealth management client associate

⇐ Previous job

Next job ⇒     


Job Description

This role is an instrumental component of a successful practice. The WCMA builds strong and lasting relationships with clients and is often the most frequent point of contact on the advisory team. In the WMCA role, you will:

Have the opportunity to maintain or gain industry licenses and registration

Work with highly affluent clients around the world; Lead end-to-end onboarding and maintenance activities for new and existing clients.

Provide products and services to each client, working with cross line of business partners

Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience. Act as a key team member leading our clients' digital experience with the firm; Create ease of access and interaction, while protecting their privacy and security

Drive routines that are effective and efficient; Use Salesforce to track all client and partner activities

Find opportunities to innovate every day

Education and/or Experience:

2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

Product Knowledge: Foundational knowledge of investment and banking products preferred

Desired Skills:

Personal: Energetic and self-motivated; Coachable; Flexible in thoughts and activities; Enjoys a fast-paced environment with changing and evolving responsibility; Detailed oriented; Invested in personal development

Client Relationships: Consistently pursues excellence; Friendly; Creates client confidence; Works quickly to fulfill client needs; Delivers complex solutions; Able to simplify processes for clients; Frequent communication; Exercises an abundance of discretion with sensitive information

Technology: Microsoft Word, Excel and PowerPoint; Salesforce a plus

Communication: Confident and articulate verbal and written communication

As a Wealth Management Client Associate, you can look forward to:

Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes

Resources and dedicated support to help you reach your full potential throughout your career

A benefits program designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow

Working with industry leading technology

Progressive workplace practices and initiatives that promote inclusion

Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.

⇐ Previous job

Next job ⇒     


Contact employer

    Employer's info

    Registered on October 7, 2017


    Quick search:


    Type city or region


    Category info:

    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.

    awaiting description

    Source: https://en.wikipedia.org/