Wealth Management Specialist jobs in Hilton Head Island, SC

About Dividend Assets Capital, LLC

Dividend Assets Capital, LLC (DAC) is a 100% employee-owned boutique wealth and asset management firm based in the heart of South Carolina's Lowcountry. As one of the largest Registered Investment Advisors in the state, we provide comprehensive wealth management services and deliver personalized investment strategies for successful families, individuals, institutions, and investment advisors. With a 40 year legacy of successful dividend growth investing at our foundation and a diverse, well-seasoned team, we pride ourselves on bringing clarity, simplicity, and devotion to our clients while helping them set and achieve their financial goals, so they may preserve what is meaningful to them, their families, and their communities. Our purpose is to provide peace, comfort, and security for our clients through access to wealth services delivered clearly and simply. For more information, please visit www.dacapitalsc.com or call 843-645-9700.

Summary: This position is responsible for assisting with client services, office administration and supporting portfolio managers to ensure a positive client experience.

Essential Duties & Responsibilities:

Process account administration requests from clients and portfolio managers, resolve inquiries, and provide guidance to ensure key information and documentation is up-to-date and accurate.

Prepare account paperwork and verify account maintenance items, maintain account information, organize, scan and maintain all client files, evaluate the day-to-day activities for continuous improvement, coordinate and assist with set up of client events/seminars,

Provide telephone coverage, make business travel arrangements, coordinate client meetings, perform regular file and calendar maintenance.

Other duties as assigned.

Minimum Qualifications:

Education: Graduation from an accredited four-year college or university with a Bachelor's Degree in business, marketing, finance or another relevant field and a Series 65 license is required or must be obtained within 90 days of hire as a condition of employment

Experience: Five years of relevant client services experience required. Must be proficient in Microsoft Office, including Word and Excel.

Functional Competencies: Analytical, Problem Solving, Innovative, Business Acumen, Written & Verbal Communication Skills, Integrity, Client Focus, Attention to Detail, Initiative, Organization, Time Management, Lifelong Learning, Teamwork, Flexible, Professional Presence

Demonstrates DAC's Core Values: Know Your Stuff, Devoted to Excellence, Serving with Integrity and Humility, Be Real and Transparent