Executive Client Service Associate - Unlock Your Potential in Financial Services

Position Overview:

We are seeking a highly skilled and experienced Executive Client Service Associate to join our team at Workwarp. As a key member of our Wealth Management department, you will provide exceptional support to our Executive Wealth Advisors, ensuring seamless client experiences and driving business growth. This is a remote opportunity with immediate openings available, offering a competitive salary and a comprehensive benefits package.

Key Responsibilities:

• Assist Executive Wealth Advisors throughout the sales cycle, addressing client needs and providing tailored solutions
• Manage client servicing needs, process paperwork, and handle financial transactions with precision and efficiency
• Maintain and update our CRM system, ensuring accurate data and timely communication with clients
• Support marketing efforts, coordinate meetings, and develop strong relationships with clients and stakeholders
• Stay up-to-date with industry regulations, ensuring compliance and mitigating risks

Requirements:

• Bachelor's degree in a related field
• Minimum 3 years of experience in Financial Services, with a strong understanding of the securities and insurance industries
• FINRA Series 7, 63, 65/66, and State Insurance License
• Proficiency in Microsoft Office and Adobe Software
• Excellent communication, leadership, and problem-solving skills
• Ability to work independently and as part of a team, with a strong focus on client satisfaction and business growth

What We Offer:

• Competitive salary (hiring range: $66,560 - $88,200 per year)
• Comprehensive benefits package, including medical, financial, and other benefits
• Opportunities for professional growth and development in a dynamic and supportive environment
• Flexible working arrangements, with the option to work remotely

How to Apply:

If you are a motivated and experienced financial services professional looking to take your career to the next level, please submit your application today. We can't wait to hear from you!