About this role:
Edwards Asset Management is seeking a full-time, in-office Client Service Associate to provide high-touch, personalized service to our team’s affluent clientele.
In this role you will:
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited, telephone coverage, coordination of client meetings, and organized note taking and calendar maintenance.
- Handle telephone calls and assist with complex administrative and operational tasks that support other service team members and Financial Advisors.
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, and ensuring that key information and documentation remains current.
- Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships.
- Collaborate with internal team members to keep client-facing communications up-to-date and in compliance with firm and industry standards.
Desired Qualifications and Skills
- College-degree
- Brokerage or financial services experience is a plus
- Strong computer skills and proficiency of Microsoft Office suite
- Ability to prioritize work, meet deadlines, and maintain organization
- Experience interacting directly with customers
- Willingness to obtain Series 7 and Series 66 (or 63 and 65) registrations
Compensation and Benefits
Competitive salary will be decided based on the previous experience, qualifications, and skills of candidate. A full suite of benefits including health insurance, paid time off, and 401k plan with contribution matching will be provided.
About Edwards Asset Management
Edwards Asset Management is a full-service investment management and wealth advisory practice that operates as a boutique business unit within Wells Fargo Advisors Financial Network. Edwards Asset Management serves wealthy individuals and families nationwide, from both Naples and upstate New York. Our client-first mission is to provide financial advice and asset stewardship, to adhere to the processes designed to help clients achieve their goals, and to maintain the highest standards of personalized service. With Edwards Asset Management, we believe clients can benefit from the strength and capabilities of a large bank and the first-class service standards of a boutique investment practice.
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Edwards Asset Management is separate entity from WFAFN. 0822-04393
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Health savings account
- Paid time off
Schedule:
Work Location: In person
