Registered Wealth Management Client Service Associate

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DSG CAPITAL ADVISORS, LLC

Registered Wealth Management Client Service Associate

Edina, MN
Full Time
Paid
  • Responsibilities

    DSG Capital Advisors is a fast-growing RIA looking for a Registered Wealth Management Client Service Associate. We are an experienced and talented group of professionals who work hard for our clients every day. We are looking for a person with strong professional experience to join our team. The Registered Wealth Management Client Service Associate position requires exceptional client relationship skills, process orientation and the ability to work in a fast-paced environment with a high degree of accuracy.

    Job Summary

    The primary focus of the Client Service Associate is to provide proactive communication and operational support to the Wealth Management team in servicing and delivering the needs of our high-net-worth clients.

    Qualifications

    • Must have 5+ years previous financial advisory experience, preferably RIA experience
    • College degree required
    • Series 65 license or willing to obtain within 90 days
    • Must be process focused and detail oriented
    • Experience with legal structures and resulting tax implications
    • Previous client-facing and service experience required
    • Ability to monitor and streamline workflows for operational efficiency
    • Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail
    • Excellent verbal and written communication skills a must
    • Proficiency with Microsoft Office Suite and strong technology aptitude
    • Strong desire for continuous self-learning and professional growth
    • Maintain data integrity across all systems and update as necessary

    Job Responsibilities

    • Serve as a primary contact for account openings, client requests and account maintenance
    • Ensure accuracy and confidentiality in all client records and custodial communications
    • Collaborate with relationship managers, operations and compliance to deliver a seamless client experience
    • Process new accounts, money movements and service requests within process standards with great attention to detail
    • Troubleshoot issues and help identify process improvements across the team

    Compensation & Benefits

    • Salary: $60,000 - $75,000 plus bonus for total pay of $70,000 to $90,000 annually
    • Medical/dental/vision/HSA/disability/life insurance benefits
    • 401K with match
    • Generous PTO
    • In-office exempt position with hours from 8-5p M-F

    DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information.