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Senior Client Experience Associate

Employer
Unique Wealth
Location
Clearwater, Florida
Salary
$105,000 - $125,000 base salary++
Closing date
Apr 14, 2024

View more

Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Be a part of our team at Unique Wealth.

We are seeking a Senior Client Experience Associate to join us in Spring 2024. Apply by April 15th.

Who We Are Looking For:

An experienced financial services professional pursuing a long-term career commitment, who values work-life balance, and making meaningful contributions. This person should excel in communication and collaboration. Our core values are integrity, world class, advocacy, forward-thinking, and balance.

Responsibilities:

You will be supporting Unique Wealth's planning process for client meetings, utilizing eMoney for analysis and calculations, assisting Relationship Managers in client care and operations, managing client onboarding and compliance tasks, driving continuous improvement in processes, and possessing a willingness to go above and beyond.

Required Skills:

5+ years financial services background

Bachelor's degree

CFP® designation or actively pursuing

In-depth knowledge of financial planning, investment solutions, and financial markets

Excellent communication and problem-solving skills

High emotional intelligence

Proficient in eMoney

Experience with Pershing LLC

Benefits and Career Growth:

Competitive base salary ($105,000 - $125,000). Discretionary bonus (up to 15%). Full-time W-2 position in Tampa Bay, Florida. 40-hour work week, flexible office hours, and generous vacation. Benefits include health insurance, 401(k) with employer match, professional development reimbursement, and more.

Join Us:

Ready to make a real impact as one of our Senior Client Experience Associates? To apply, please submit your resume, cover letter, and references to curtis.parry@uniquewealth.com.

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