Wealth Management Client Service Director

 Salary:  $55-75k+

What is your perfect fit?

• Do you desire to work in a boutique wealth management firm with shared goals?
• Would you love to work for a firm that fosters growth where you can work alongside seasoned mentors?
• Would you like the option to stay in the administrative role or grow into an advisor?
• Do you seek out opportunities to help others? Would you thrive in being the "face" of a firm?

If this describes you, then we need to talk.

What your future day will look like:

•  Provide customer service and administrative support to a small boutique wealth management team.
• Communicate with clients and custodians
• Manage client data in multiple systems
•  Handle client requests with understanding of wealth management, brokerage, insurance and annuities 
• Prepare client meeting review packets
• Open client accounts
• Help plan and execute firm events

Benefits Offered:

• Pension plan
• 2 weeks PTO
• 401k with 3% contribution and profit sharing
• Holiday Pay

Type:  Direct Hire

To be a champion in this role, you will need:

• Good personal credit and clean background check
• Be a self-starter, loves to learn new skills, work  independently and  enjoys having a wide variety of tasks every day
• 2+ years of experience in the wealth management industry working with high  net worth clients
• Series 7 and 66 a plus!

We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps.
If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for.
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.