Client Service Associate - Las Vegas 4063 The Wealth Consulting Group - Las Vegas, NV 89148

A growing wealth management firm is seeking a Client Service Associate to help us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the expansion of our services and growth of our team. Description Our Client Service Associate plays a critical role in the client service and back-office functioning of our team. With responsibility for the day-to-day duties of the group, our Client Service Associate keeps the team running smoothly and ensures that client service needs, paperwork and processing are handled in a timely, accurate, and professional manner. Responsibilities & Activities Handles client service needs including the items below: Processes new accounts. Processes account transfers. Processes new contributions and redemptions. Processes beneficiary changes. Sets and confirms Advisor(s) appointments. Coordinates state, SEC, and FINRA licensing for Advisor. Develops and maintains written systems of all activities. Works closely with other team members and office staff. Coordinates marketing events. Updates social media page weekly. Performs other duties as assigned. Knowledge, Skills, & Abilities Required: Excellent attitude Extraordinary client service orientation A strong focus on getting the details right Excellent organizational and time management skills An ability to handle multiple tasks within tight time frames Proficiency with Microsoft Office Suite Strong analytical and research skills Strong verbal, written, presentation, and interpersonal communication skills Minimum 2 years of securities industry experience is required. Helpful: BA/BS degree in business (finance, accounting, economics, general business, etc.) Interest in and knowledge of financial markets and investment securities Salary is commensurate with experience. We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our team. Our culture is fast-paced, motivational, and focused on improving our client’s lives. Apply