Wealth Management Specialist jobs in Boca Raton, FL

*Seeking a part time or Full time experienced Client Service Associate (CSA) for an established, independent Registered Investment Advisor (RIA) firm in Boca Raton that is multi-custodial with Schwab and Fidelity. . DO NOT apply- unless you have actual CSA experience for a financial advisor with 5 years experience. Will consider applicants from law/CPA fields (paraplanner/Admin)

CSA's work to facilitate and enhance client relationships and service capabilities between our clients, financial advisor and affiliate custodians, and other partners while essentially running our office operations. Must live within 20-minute drive of Boca Raton. No out of state apps or recruiters.

This ideal candidate would be a highly organized, self-directed, efficient individual who can keep up in an extremely fast paced environment. This person will work independently and must possess critical thinking skills to solve issues (troubleshoot!) and be able to run day-to-day firm operations smoothly. Proficiency with data entry, financial compliance and customer service a must.

We are focused to help our clients, advisors and employees reach their true potential in a positive atmosphere. Be part of an inclusive, collaborative team and healthy culture that rewards you for your contributions while working with other talented individuals who share your passion for doing great work.

Benefits: PT Hourly (possible eventual FT Salary position) with great hours, Benefit from job security, low stress (never take work home), positive work environment, and new office space in one of the largest sunny atriums in South Florida. Pay commensurate with experience. FT will include other benefits including PTO/Sick days.

Required Qualifications

*College degree and 5 years of admin & industry experience preferred.
*Excellent interpersonal skills and outgoing personality a big plus
*Great organization and time management skills.
*Background check per FINRA/ SEC reg's
*Applicants MUST complete Indeed Assessment: "Data Entry: Accuracy."

Responsibilities:

*Maintain existing client relationships through resolving client inquiries and keeping key information up to date on various tech tools in a mostly digital /paperless office.

*Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, phone coverage and coordination of client meetings as well as and CRM and other tech- maintenance.

*Open new accounts while helping to ensure new business paperwork is successfully submitted which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to custodians, tracking new applications and coordinating rollovers.

*Assist advisor in servicing clients including preparing financial plans, complete transactions. wires, ACH and more.

*Support the team’s marketing strategy by maintaining marketing materials, planning and running client events and submitting both front & back end compliance forms.

Job Types: Full-time, Part-time

Pay: $30.00 - $45.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday

Application Question(s):

• Do you reside within a 25 minute drive to Boca Raton (Yes, No)

Education:

• Associate (Required)

Experience:

• client service: 4 years (Preferred)

Work Location: In person