Wealth Associate - Vice President | MOOSHI Wealth ...

Wealth Associate - Vice President | MOOSHI Wealth Planning & ManagementWealth Associate position is a client service role reporting to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner. Responsibilities Manage client needs regarding service and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards Deepen client relationships and establish credibility and rapport in-person and by phone, identifying potential benefits and services to enhance client financial relationships Maintain regular contact with clients regarding accounts and servicing; clearly articulate potentially complex processes and/or concepts to clients Partner with Broker Dealer for new account establishment, account maintenance, and compliance Maintain Redtail CRM database; manage client and prospective client workflow and coordinate follow-up with Advisors Maintain a compliant filing and scanning system with Laserfiche Answer incoming calls and direct/take messages according to firm guidelines Maintain client information in CRM database (Redtail) Input data for financial planning software systems (Goals-Based Analysis and E-Money) Other responsibilities as assigned by the Wealth Advisor and Director of Operations Knowledge, Skills, and/or Abilities Advanced computer skills (Outlook, Word, Excel, and PowerPoint) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and manage multiple tasks Ability to build relationships with clients and internal partners Education and/or Experience 2+ years of experience in administrative support in a professional environment High School Diploma or Associate's degree required; Bachelor's Degree preferred Previous experience in financial services a plus Compensation Compensation is determined by qualifications and experience Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed Certificates, Licenses, Registration Series 7 and 65/66 preferred (or willingness to obtain in the future) #J-18808-Ljbffr

Created: 2025-10-08