Job Details

Client Service Associate - Retirement Plans

Boutique Wealth Management Firm

Las Vegas, Nevada

Overview

Independent RIA serving high net worth clientele seeks a Retirement Plan Client Service Associate to work closely with the Director of Retirement Planning to support Clients and take initiative in Administrative tasks for 401k plans.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Serve as a client resource for 401k plan administrative needs
• Provide an excellent client experience for high net worth clients
• Participate in the growth of a dynamic, independent RIA by servicing client needs, and maintaining and building key relationships
• Strong culture of teamwork, work life balance and personal and professional development
• Competitive compensation package including benefits

Requirements

• 2+ years experience in 401k plans and Client Services within Financial Services
• Track record of professionalism, adaptability, attention to detail, and time management