Job Description
Your Bridge Wealth Management is a multi office practice with a fully integrated team of 17 financial professionals and nearly 400 combined years of experience in financial services. The firm has refined a disciplined investment process and a structured approach to serving individuals and families. The team is committed to delivering comprehensive, goals-based financial plans tailored to each client’s unique circumstances
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Key Responsibilities
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- Deliver exceptional client service through phone, email, virtual, and in-person interactions.
- Serve as a primary contact for clients and Financial Advisors, providing account information, transaction support, and service solutions.
- Utilize CRM systems and firm technology to manage client records, track activities, and support workflow efficiency.
- Coordinate and prepare for client meetings, including reports, presentations, and meeting materials.
- Open new accounts, process maintenance requests, resolve account issues, prepare documentation, and enter transactions according to firm policies.
- Track service requests, monitor account activity, and maintain accurate client data.
- Support Financial Advisors and Branch Management with operations, referrals, marketing initiatives, and compliance requirements.
- Maintain client files and records in accordance with compliance and security standards.
- Review documentation for accuracy and facilitate timely processing of client requests.
- Identify opportunities to enhance client experience and operational efficiency through technology and process improvements.
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Qualifications
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- 1+ year of experience in client service, financial services, banking, brokerage, administrative support, or a related professional environment; or equivalent education, training, or military experience.
- Proficiency in learning and using business technology, software applications, and digital tools.
- Strong communication, relationship-building, and client service skills.
- Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
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Preferred Qualifications
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- FINRA Series 7 and Series 66 (or equivalent) licenses.
- Experience in wealth management, financial services, banking, brokerage, or professional services.
- Experience supporting clients and resolving service-related requests.
- Proficiency with Microsoft Office and CRM, account management, or workflow systems.
- Strong technical aptitude and ability to learn new platforms and processes.
- Experience maintaining accurate records and electronic document management systems.
- Client-focused mindset with strong problem-solving and time management skills.
- Interest in process improvement and leveraging technology to enhance efficiency.
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For Non-Registered Candidates
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- Strong candidates without current registrations are encouraged to apply.
- Sponsorship for required registrations may be available for qualified hires.
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Your Bridge Wealth Management is a separate entity from WFAFN.
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