Wealth Management Client Sales Specialist

Role Summary:
The Wealth Management Client Sales Specialist supports advisors via a full-service platform, focusing on customer contact, relationship building, and referral management to help achieve sales revenue. They ensure client satisfaction, maintain data integrity, and adhere to operational procedures.

Key Responsibilities:

Provide support to management, advisors, and support staff by managing business processes, files, emails, and client requests.

Maintain extensive client contact, including account updates, money transfers, and address changes.

Act as liaison among sales teams, compliance, and other departments.

Manage account opening processes, review client activity for accuracy, and prepare for meetings and events.

Coordinate tasks such as paperwork, account changes, and project support while resolving service issues promptly.

Ensure compliance with policies, protect client confidentiality, and contribute to system improvements.

Qualifications & Skills:

0-2 years’ experience, with 2-4 years preferred; high school diploma required, bachelor’s preferred.
Proficiency in Microsoft Office, experience with DocuSign preferred.
Strong communication, organizational, and customer service skills.
Knowledge of banking and operations beneficial.
FINRA Series 7, 66/63 licenses, and State Life & Health licenses preferred.