Registered Client Service Associate

Job description

Job Description Summary Wiemann Wealth is a private wealth practice that provides professional, empathetic, and extraordinary service to its clients. We work as a collaborative team to understand our clients’ values, goals, and concerns. As we grow, we are seeking a Registered Client Associate who aligns with our values. The Registered Client Associate manages the overall operational efficiency of the branch office. The ideal candidate has financial services industry experience and is proficient in front- and back-office operations. Additionally, they will be team-oriented and have a strong affinity for organization and process in a professional and discreet environment. Best-fit ideas come from truly knowing our clients – and that’s what you’ll find here at Wiemann Wealth. Look no further. Apply today! Job Description: Essential Duties and Responsibilities: - Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings. - Works both independently and within a team environment to provide crucial support to the financial advisors and branch office. - Open new client accounts, proc...