Client Service Associate The Wealth Consulting Group Rancho Mirage

Job Title : Client Service Associate
Date : 9 May 2021
Company : The Wealth Consulting Group
City : Rancho Mirage

The Wealth Consulting Group Jobs 2021 - The Wealth Consulting Group assign an opportunity to apply Client Service Associate that will be placed in Rancho Mirage.

The Wealth Consulting Group Job Vacancies 2021

Detail of : Client Service Associate Job Opening in Rancho Mirage

Client Service Associate

The 5th Fastest Growing RIA firm in the country is seeking a Client Service Associate to help us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the expansion of our services and growth of our team.


Our Client Service Associate plays a critical role in the client service and back-office functioning of our team. With responsibility for the day-to-day duties of the group, our Client Service Associate keeps the team running smoothly and ensures that client service needs, paperwork and processing are handled in a timely, accurate, and professional manner.

Responsibilities & Activities

  • Handles client service needs including the items below:
  • Processes new accounts.
  • Processes account transfers.
  • Processes new contributions and redemptions.
  • Processes beneficiary changes.
  • Sets and confirms Advisor(s) appointments.
  • Coordinates state, SEC, and FINRA licensing for Advisor.
  • Develops and maintains written systems of all activities.
  • Works closely with other team members and office staff.
  • Coordinates marketing events.
  • Updates social media page weekly.
  • Performs other duties as assigned.

Knowledge, Skills, & Abilities

  • Required:
  • Excellent attitude
  • 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
  • Securities industry experience is preferred.
  • Helpful:
  • BA/BS degree in business (finance, accounting, economics, general business, etc.)
  • Interest in and knowledge of financial markets and investment securities

Our salary is commensurate with experience and licenses. Quarterly bonus available upon meeting pre-determined individual and team goals. We offer benefits, including vacation, PTO, and 401(k)plan.

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 team. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.

is an Equal Opportunity Employer

For further information, please refer official source from The Wealth Consulting Group on following link below. To find out where you fit in, please visit :

Notes :

  • Application will be treated strictly confidential.
  • Only candidates that meet the above qualification will be shortlisted.

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