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Senior Registered Client Service Associate

Company: Atlantic Wealth Partners
Location: Jupiter
Posted on: June 20, 2019

Job Description:

ABOUT THE COMPANY--We are a boutique wealth management firm with offices in Jupiter, FL and West Palm Beach, FL with over $150 million in assets under management or advisory. We take a modern approach towards comprehensive wealth and financial life management with a focus on income and estate tax minimization. We work with business owners, entrepreneurs, real estate investors and developers on non-traditional, creative, income and estate tax minimization and investment risk management strategies acting as a "Personal CFO" orchestrating their myriad financial affairs. ABOUT THE POSITION This position is for an exempt, experienced (5+ years) Licensed Senior Client Associate with a background in and exposure to the financial services industry. The primary focus is providing a high level of customer service on a proactive basis to clients by building and maintaining client relationships. This individual will be a key contributor to the unique client experience and will help grow the business by integrating as a team member and being a conduit between the family wealth advisor and the client. Primary Tasks: Support Family Wealth Advisors with various operational activities, including but not limited to, opening customer accounts, establishing and maintaining appropriate customer account documentation, as well as preparing materials for client meetingsProcess client service requests and respond to customer requests for informationProvide support to the Family Wealth Advisors with regard to the research of investmentsGather reports, client financial data and various statements for the Family Wealth Advisor and/or client(s).Prepares reports by collecting and analyzing information.Participate in other projects as requestedMaintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.Helps coordinate and contributes to team effort by accomplishing related results as needed. The right candidate will be competent and/or familiar with basic accounting, financial planning, investment, legal and tax concepts. Building relationships and doing what is right for the client should be at the forefront of your mindset, putting our clients first. HOURS: This is a salaried, Exempt Position. Hours will be typically, 8:30 AM to 5:30 PM, Monday thru Friday. You will also be issued a company laptop and cell phone REQUIRED EDUCATION AND LICENSES *Bachelor's Degree in Accounting, Finance, or Business or 10 years of commensurate experience.*At least 5 years prior experience in similar financial services positions. -- KEY QUALIFICATIONS: *Must be quick learner. *Strong financial and analytical skills *Strong verbal and written communication skills *Ability to identify, meet and follow through with client needs and requirements Must be a self-starter, problem solver and a goal-oriented team player with a 'no job is beneath me' attitude *Organized, with a strong attention to detail *Able to perform multiple tasks efficiently *Show confidence, yet in a humble manner, when dealing with clients and your peers.*Advanced knowledge of Microsoft Outlook, Excel, Word and PowerPoint and Adobe Acrobat*Types 70+ WPM.*Must possess a proficiency of the basic concepts of Accounting, Financial Planning, Investment Management, Legal, and Tax Planning. May be required to work outside of normal scheduled hours* --BENEFITS:*Strong Annual Salary, based on experience.--*Opportunity for Significant Annual Bonuses based on Performance. *After 90 days of Employment, Paid Health, Dental and Vision Insurance (100%)*After 12 Months of Employment, Eligibility for 401(k) Profit Sharing Plan with the ability to earn a match of up to 25% your salary per year based on company performance.*Company Provided Laptop and Cell Phone*Potential ability to work from home during non-peak times of the year. *Mentorship and Learning Opportunities

Keywords: Atlantic Wealth Partners, Jupiter , Senior Registered Client Service Associate, Accounting, Auditing , Jupiter, Florida

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