Job summary
Job post source
This job is directly from Prime Capital Financial
Job overview
The Wealth Management Operations Specialist at Prime Capital Financial plays a critical role in ensuring smooth client account operations and delivering exceptional client service within the wealth management sector.
Responsibilities and impact
The specialist manages client accounts, ensures compliance with regulatory requirements, resolves exceptions, serves as a primary contact for advisors, improves operational processes, and generates necessary reports to support client and advisor needs.
Experience and skills
The role requires a high school diploma or equivalent, with a bachelor's degree preferred, and previous experience in client operations or financial services, preferably wealth management; strong communication, problem-solving, and organizational skills are essential along with proficiency in wealth management systems and MS Office.
Career development
The position offers opportunities for professional development and advancement within the financial services industry, emphasizing a strong desire for growth.
Work environment and culture
The company values service excellence, professionalism, ethics, confidentiality, teamwork, adaptability, and a proactive attitude in a client-focused environment.
Company information
Prime Capital Financial is a firm focused on wealth management, emphasizing client service excellence and operational efficiency.
Job location and travel
Some travel may be required to assist with acquisitions and advisor transitions; specific location details are not provided.
Unique job features
The role involves unique responsibilities such as managing new advisor transitions and supporting acquisitions, highlighting a dynamic operational environment.
Company overview
Prime Capital Financial is a leading financial services firm specializing in wealth management, investment advisory, and financial planning. They generate revenue through advisory fees, asset management, and financial consulting services. Founded in 1998, the company has grown significantly, establishing a strong reputation for personalized client service and innovative financial solutions. Their commitment to fiduciary responsibility and a client-centric approach has positioned them as a trusted partner in the financial industry.
How to land this job
Position your resume to highlight your experience or interest in client account management, operational accuracy, and problem resolution within financial services, emphasizing your ability to handle multiple tasks with high attention to detail.
Emphasize skills such as compliance adherence, client servicing excellence, strong communication, and the ability to work independently while collaborating effectively with teams, reflecting the core responsibilities and standards of Prime Capital Financial.
Apply to this Wealth Management Operations Specialist role via Prime Capital Financial's corporate career site and on LinkedIn, as these platforms often have the most updated openings and applicant tracking systems.
Connect on LinkedIn with current employees in the Wealth Management or Operations divisions at Prime Capital Financial; start conversations with ice breakers like commenting on recent company initiatives, asking about the team culture, or inquiring how they manage client transitions effectively.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client account management,' 'compliance,' 'exception resolution,' 'client servicing,' and 'process improvement' to ensure your resume passes initial automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailoring your resume, locating all relevant application portals, and identifying valuable LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking.
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