Cardinal Point Wealth Management, ULC
Client-Focused Wealth Manager Associate
Job Description
Drive client satisfaction as a Client-Focused Wealth Manager Associate at Focus Partners. This role involves meeting coordination and financial report assistance to enhance client relationships.
In this position at Focus Partners, you will work closely with the client team to schedule meetings, update client profiles on Salesforce, and ensure timely follow-ups. You will also assist in onboarding new clients and manage important tax-related documentation. Ideal candidates will have strong communication skills and a keen interest in financial planning.
Key Responsibilities:
• Schedule and attend client meetings, documenting actions
• Update client information in Salesforce as needed
• Participate in onboarding processes for new clients
• Coordinate tax documentation with clients and custodians
• Aid in the creation of financial planning documents
Requirements:
• Preferred CFP candidate to enhance client services
• Bachelor's Degree preferred for foundational...
In this position at Focus Partners, you will work closely with the client team to schedule meetings, update client profiles on Salesforce, and ensure timely follow-ups. You will also assist in onboarding new clients and manage important tax-related documentation. Ideal candidates will have strong communication skills and a keen interest in financial planning.
Key Responsibilities:
• Schedule and attend client meetings, documenting actions
• Update client information in Salesforce as needed
• Participate in onboarding processes for new clients
• Coordinate tax documentation with clients and custodians
• Aid in the creation of financial planning documents
Requirements:
• Preferred CFP candidate to enhance client services
• Bachelor's Degree preferred for foundational...