Senior Client Service Associate- LCK Wealth Management

Job description

Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients. This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are seeking a proactive, high-energy client service associate who thrives in an entrepreneurial environment and is motivated to build, lead, and scale best-in-class client service and operational processes. What You’ll Do: - Have knowledge of finance, including cash flow planning and investment basics. - Ensure accuracy and timeliness across operational tasks (account onboarding, account maintenance, cash movement, beneficiary update, tuition payments, RMDs, charitable donations, etc.) - Working with Advisors to help pepare financial data, portfolio information, investment data, and paperwork. - Field client requests and complete tasks accurately and in a timely manner, following tasks to completion to ensure client’s needs are met while adhering to compliance standards. - Prepare reports and supporting material for prospect and client meetings, including post-meetin...