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