Executive Client Service Associate - Unlock Your Potential in Financial Services
Position Overview:
We are seeking a highly skilled and experienced Executive Client Service Associate to join our team at Workwarp. As a key member of our Wealth Management department, you will provide exceptional support to our Executive Wealth Advisors, ensuring seamless client experiences and driving business growth. This is a remote opportunity with immediate openings available, offering a competitive salary and a comprehensive benefits package.
Key Responsibilities:
Assist Executive Wealth Advisors throughout the sales cycle, addressing client needs and providing tailored solutions
Manage client servicing needs, process paperwork, and handle financial transactions with precision and efficiency
Maintain and update our CRM system, ensuring accurate data and timely communication with clients
Support marketing efforts, coordinate meetings, and develop strong relationships with clients and stakeholders
Stay up-to-date with industry regulations, ensuring compliance and mitigating risks
Requirements:
Bachelor's degree in a related field
Minimum 3 years of experience in Financial Services, with a strong understanding of the securities and insurance industries
FINRA Series 7, 63, 65/66, and State Insurance License
Proficiency in Microsoft Office and Adobe Software
Excellent communication, leadership, and problem-solving skills
Ability to work independently and as part of a team, with a strong focus on client satisfaction and business growth
What We Offer:
Competitive salary (hiring range: $66,560 - $88,200 per year)
Comprehensive benefits package, including medical, financial, and other benefits
Opportunities for professional growth and development in a dynamic and supportive environment
Flexible working arrangements, with the option to work remotely
How to Apply:
If you are a motivated and experienced financial services professional looking to take your career to the next level, please submit your application today. We can't wait to hear from you!
Apply Now
Apply Now
We are seeking a highly skilled and experienced Executive Client Service Associate to join our team at Workwarp. As a key member of our Wealth Management department, you will provide exceptional support to our Executive Wealth Advisors, ensuring seamless client experiences and driving business growth. This is a remote opportunity with immediate openings available, offering a competitive salary and a comprehensive benefits package.
Key Responsibilities:
Assist Executive Wealth Advisors throughout the sales cycle, addressing client needs and providing tailored solutions
Manage client servicing needs, process paperwork, and handle financial transactions with precision and efficiency
Maintain and update our CRM system, ensuring accurate data and timely communication with clients
Support marketing efforts, coordinate meetings, and develop strong relationships with clients and stakeholders
Stay up-to-date with industry regulations, ensuring compliance and mitigating risks
Requirements:
Bachelor's degree in a related field
Minimum 3 years of experience in Financial Services, with a strong understanding of the securities and insurance industries
FINRA Series 7, 63, 65/66, and State Insurance License
Proficiency in Microsoft Office and Adobe Software
Excellent communication, leadership, and problem-solving skills
Ability to work independently and as part of a team, with a strong focus on client satisfaction and business growth
What We Offer:
Competitive salary (hiring range: $66,560 - $88,200 per year)
Comprehensive benefits package, including medical, financial, and other benefits
Opportunities for professional growth and development in a dynamic and supportive environment
Flexible working arrangements, with the option to work remotely
How to Apply:
If you are a motivated and experienced financial services professional looking to take your career to the next level, please submit your application today. We can't wait to hear from you!
Apply Now
Apply Now