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Client Service Associate/Trading Coordinator

Treiberg Wealth Management Tucson, AZ
  • expired: 25 days ago
  • Full-Time
  • Benefits: 401k

We are an independent, private wealth management firm located in the foothills of Tucson, AZ. Our firm has been providing investment advice, management, and planning services to both local and out of state clients for the past 20 years. We have experienced continued growth and built our firm by providing top level service and commitment to our clients and are looking to add to our great staff.

The Client Service Associate/Trading Coordinator plays a critical role in our office, and is responsible for trading our model investment portfolios. This person will also assist in preparing for client reviews, assist with client service requests, and communicate directly with clients. Additionally, he or she will manage the firms online content.

Responsibilities & Activities:

- Place trades, review trade confirms, and re-balance accounts
- Prepare for client reviews
- Aid advisors with investment research and reporting
- Interact and correspond with clients on documentation and website issues
- Enter client information into comprehensive financial planning software
- Handle miscellaneous operational and client service activities
- Be able to communicate directly with clients and answer questions
- Maintain compliance files
- Manage online firm content

Knowledge, Skills &Abilities Required/Desired:

- Extreme attention to detail and excellent interpersonal skills
- Cheerful attitude and an extraordinary client service orientation
- Excellent organizational and time management skills
- An ability to handle multiple tasks
- Excellent working knowledge of Microsoft Excel
- Superior computer skills and ability to learn new software programs quickly
- Ability to operate in financial planning and investment software
- Excellent knowledge of the securities industry
- Proficient at managing content on websites and social media

Compensation:

Salary commensurate with skills and experience
Paid holiday/sick
Company defined contribution retirement plan

Other:
Office hours M-F 8:00 a.m. to 4:30 p.m.