Join Our Team at Bright Wealth Management as our Client Services Associate!
About Us:
Bright Wealth Management, a rapidly growing financial services firm, is dedicated to delivering exceptional client experiences and supporting our clients’ wealth management and retirement goals. We are currently seeking a Client Services Associate to provide vital support to our operations and client service functions.
Compensation: $75,000 - $95,000 + Bonuses & Growth Opportunity
Position Overview:
We are looking for an experienced, self-motivated individual with a strong background in financial services operations and back-office support. In this role, you will manage client onboarding, lead follow-up, application processing, and foundational asset allocation changes. You'll serve as an intermediary for client inquiries and play a key role in organizing client seminars and managing application submissions from start to finish.
Key Responsibilities:
- Handle client onboarding processes, including setting up new accounts and managing related documentation.
- Follow up on leads, confirm appointments, and ensure consistent client engagement.
- Manage asset allocation changes and routine client questions that don’t require licensure.
- Process and track applications, ensuring they are completed and funded in a timely manner.
- Support seminar organization, including scheduling and handling follow-ups from digital leads.
- Maintain efficient, self-directed operations without needing constant supervision.
- Identify and implement improvements to current processes, enhancing office productivity and client satisfaction.
Preferred Candidate Profile:
- Minimum of 2 years in a financial services operational or administrative role.
- Excellent client-facing skills, with the ability to connect with our core client demographic (aged 50+).
- Self-starter with a proactive approach to improving processes.
- Familiarity with financial industry software, protocols, and industry-specific terminology.
- Strong organizational skills and attention to detail.
Client Services Associate in Phoenix at Magellan Financial & Insurance Services, Inc.
This position is listed as full time and onsite. It was posted 5 days ago.
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