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Wealth Management Client Service Director
Job Description
Salary: $55-75k+
What is your perfect fit?
- Do you desire to work in a boutique wealth management firm with shared goals?
- Would you love to work for a firm that fosters growth where you can work alongside seasoned mentors?
- Would you like the option to stay in the administrative role or grow into an advisor?
- Do you seek out opportunities to help others? Would you thrive in being the "face" of a firm?
What your future day will look like:
- Provide customer service and administrative support to a small boutique wealth management team.
- Communicate with clients and custodians
- Manage client data in multiple systems
- Handle client requests with understanding of wealth management, brokerage, insurance and annuities
- Prepare client meeting review packets
- Open client accounts
- Help plan and execute firm events
Benefits Offered:
- Pension plan
- 2 weeks PTO
- 401k with 3% contribution and profit sharing
- Holiday Pay
Type: Direct Hire
To be a champion in this role, you will need:
- Good personal credit and clean background check
- Be a self-starter, loves to learn new skills, work independently and enjoys having a wide variety of tasks every day
- 2+ years of experience in the wealth management industry working with high net worth clients
- Series 7 and 66 a plus!
We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps.
If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for.
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.
Meet Your Recruiter
Cathy Boggs
Recruiter
A Greenville native, Cathy graduated from Clemson University with a Bachelor of Science in Management. Following college, she began her career with Babies "R" Us, where she held roles as an HR Assistant and later as an Assistant Inventory Control Manager. These positions helped her discover a passion for supporting others and contributing to their success, a passion that continues to drive her career today. Her primary recruiting focus includes banking, accounting, human resources, legal and administrative placements. For more than 26 years, Cathy has proudly been part of the Godshall team. She is grateful to work for an organization that genuinely cares about its employees, candidates, clients, and the community it serves. Outside the office, Cathy enjoys spending time with her husband and their two teenage sons, as well as their beloved pets: Beans, a blind Chiweenie, and Millie, a cuddly lap cat. In her free time, you'll often find her binge-watching the latest Netflix series or documentary, cheering on the Atlanta Braves and Riverside High School baseball, enjoying a girls' night out, sweating it out at Orange Theory, attending Clemson Football games or indulging in the guilty pleasure of a bowl of Cinnamon Toast Crunch.