Our client is a highly successful wealth management firm based out of Wellesley, MA. They provide comprehensive financial planning and wealth management, requiring a high level of intellectual capital and an unwavering commitment to the clients who have trusted them.
Position Overview
As a Wealth Management Operations Associate, you will be at the core of daily operations and managing a broad range of tasks that are critical to the client experience. This role will work as part of a team in an established wealth management firm supporting the day-to-day operations of the financial services practice.
Key Responsibilities
- Prepare investment and insurance paperwork.
- Input and maintain existing and new client data to ensure applications and investment accounts can be effectively submitted.
- Review and complete insurance applications, conversions and policy changes.
- Oversee the underwriting process including scheduling medical exams as needed and monitoring daily status reports.
- Assist in onboarding new accounts including the collection of required documentation.
- Serve as a key point of contact for clients to address inquiries, resolve service requests or issues related to insurance and investment products.
- Maintain ownership of systems and client engagement from point of information receipt through completion.
- Proactively communicate with the team and clients regarding any outstanding items that impede the flow of paperwork
- Actively participate in conservation of existing investment and insurance business.
- Assist with other projects and administrative duties as needed.
Qualifications
- Financial operations experience
- Excellent written and oral communication skills
- Growth mindset with eagerness to learn
- Initiative-driven
- Strong attention to detail
- Ability to multitask and prioritize tasks with a heavy workload
- Capacity to maintain a high degree of confidentiality
- Life & Health Insurance license preferred but not required
Compensation: $60,000 - $80,000 annual base salary + benefits
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
