Operations Management Jobs 2026 (Now Hiring) – Smart Auto Apply

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships.  Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience.  In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning

DUTIES and RESPONSIBILITIES:

Client Support:

• As a senior member of the service team, provide coverage for an FA/PWA/team including:
• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in  enhancing new and existing client relationships  by providing an exceptional client experience
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
• Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed 
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
•       Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members

Business Development & Operational Support:

•        Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
• At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity 
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
•        At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
•        At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
•   Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

• Business Service Officer