Wealth Management Client Sales Specialist

Location: On site listed in the job posting.

About the role

The Wealth Management Client Sales Specialist supports advisors through a full-service platform, focusing on client engagement, relationship building, and sales support. They assist in achieving sales revenue, ensure client satisfaction, and maintain data accuracy. The role involves providing operational support, managing account activities, and acting as a liaison among sales, compliance, and support teams.

Responsibilities

• Perform account maintenance and process transactions.
• Handle client inquiries.
• Coordinate account openings.
• Ensure regulatory compliance.
• Organize tasks in a fast-paced environment.
• Support client meetings and events.
• Contribute to system improvements.
• Process requests and resolve issues.
• Uphold confidentiality and client privacy while mastering relevant technology.

Requirements

• 0-2 years’ experience (preferably 2-4).
• High school diploma or higher.
• Proficiency in Microsoft Office.
• Strong communication skills.
• Relevant licenses such as Series 7 and 66/63.
• Additional licensing preferred.