Senior Client Advocate (CA) - Financial Services
Braun Wealth Management of NEST Capital
Ft. Wayne, IN
Are you looking for a refreshing career change? Want to take your experience (5-10 years in client services) to the next level? If you want to ‘up your game’ to the financial services industry, we welcome the opportunity to talk with you.
At Braun Wealth Management of NEST Capital (BWM), we aim to provide the best client experience possible through setting and then exceeding client expectations. This high-touch, high energy position will include tasks such as:
- Manage incoming calls and emails, providing prompt and professional responses to client inquiries and requests.
- Process client transactions with precision, ensuring accuracy in account records and compliance with regulatory standards.
- Utilize our Customer Relationship Management (CRM) system to document and track client interactions and work items effectively.
- Prepare and submit financial and investment documents, including applications and withdrawal forms, in a timely manner.
- Follow up with clients to close the loop on outstanding items.
- Compile reports and presentations for both prospective and existing clients, showcasing our practice's offerings and value proposition.
- Represent and enhance company Mission and Core Values
You can work independently but must be a good team member as well. While most client interactions during the pandemic have been on the phone or Zoom, we have ramped up client meetings in the office so you must be comfortable working in an office environment.
We offer a highly competitive compensation and benefits package including medical, dental, vision, retirement, and a generous PTO schedule to allow for ample personal time away from the office.
Pay Range: $18 - $20 per hour
Hiring Timeframe: 1 month
Investment products and services are offered through Wells Fargo Financial Network, LLC (WFAFN), member SIPC. Braun Wealth Management of NEST Capital is a separate entity from WFAFN.
NEST Capital is a fast-growing, independent wealth management enterprise made up of over 49 FAs and support staff managing over $2.3B AUM (as of April 5, 2024).
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. NEST Capital is a separate entity from WFAFN.
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
Ability to Relocate:
- Fort Wayne, IN 46845: Relocate before starting work (Required)
Work Location: In person