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Full job description
Job Title: Associate Client Service Representative
We are currently seeking to add an Associate Client Service Representative (CSR) to our team. A strong, organized CSR is essential to our firm's ability to keep our clients happy, our advisors efficient, and allows our firm to continue to grow. This position is assigned to supports 2 advisors and is one of the dedicated point of contact for that advisor's clients.
Each new hire must be able to travel to our Scottsdale headquarters at least once a month for our team meetings. This position would be full-time, based in our Tempe location.
Duties include, but not limited to:
- Run financial plans in E-Money
- Assist clients with accounts and logging in
- Assist in sending clients statements when requested
- Run reports and prepare documents necessary for quarterly client portfolio reviews
- Maintain files, both electronic and physical
- Take detailed notes in CRM (Redtail) on all processes and client interactions
- Follow all standard operating procedures to ensure steps of service are being met, as well as maintaining compliance standards
- Send client welcome kits
- Schedule client appointments
- Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and all other duties as assigned
Please do not apply for this position unless you have:
- Exceptional client service and hospitality skills
- Ability to multitask and skillfully manage a fluctuating workload
- Excellent verbal and written communication
- Strong working knowledge of Microsoft Office suite
Candidate with the following preferred:
- Series 7 or 6, Series 63 or 65
- Redtail CRM, Albridge and/or Pershing experience
- Notary
- Working knowledge of insurance, annuities, TPMM, PCRAs, QRPs, pensions
- Working knowledge of the custodian Pershing, LLC
Compensation and Benefits:
- 10 days of PTO, plus an additional paid day off for your birthday. (Additional PTO awarded through tenure.)
- 10 paid holidays per year
- Summer Hours in June & July
- 401(k) with 4% match after 1-year of service
- Monthly awards of cash & prizes for selfless Team Players
- Annual $2k tuition reimbursement available after 6 months of service
Interested candidates should submit their income requirements, cover letter & resume.
About Wilde Wealth Management Group:
Wilde Wealth Management Group is an award-winning independent advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Independent Investment Advisors, Certified Financial Planners(TM), Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as among “The Most Dependable Wealth Managers in the Southwest” and has been named to Barron’s “List of Top 1,000 Advisors” annually for a decade. Currently, Wilde Wealth Management Group has more than $750 million in assets under management and six offices across Arizona located in Scottsdale, Glendale, Tempe, Payson, Sedona and Tucson.
For more information, visit https://wildewealth.com
Work Remotely
- No
