Job description

Mainsail Wealth Advisors is a small, vibrant, and growing financial advisory practice where helping our clients is our main goal. We are currently seeking a Client Service Associate for our Gloucester or Richmond office. The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in protecting client information, and serving as administrative support to Financial Advisors. In this role, you will be responsible assisting in the management of our client relationships and all the tasks related to the client’s needs.

Other responsibilities and duties included but are not limited to:

· Communicate with clients: Research and solve problems, answer routine inquiries and process client requests

· Scanning and archiving paperwork

· Assist Financial Advisors with proposals and preparation of new account paperwork,

· Assist in the processing of new accounts.

· Updating client information in CRM

· Assuring all Required Minimum Distributions are processed

Qualifications and Skills:

· 3 years of experience in the financial industry

· Wealth Management and/or Trust experience preferred

· Bachelor’s degree preferred

· Securities Licensed Preferred

· Outstanding communication skills

· Fast Learner and able to quickly adapt to change

· Computer skills-Must be proficient in Microsoft Office, Excel, Word, and investment platforms

· Needs to be highly detailed and organized and needs to be able to multitask

· Ability to work independently with minimal supervision

· Strong desire to learn and willingness to take ownership of tasks

· Positive, friendly attitude

Mainsail Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

6641 Main St.
Gloucester, VA 23061
804-693-5500

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Glen Allen, VA 23060: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Financial Services: 3 years (Required)

Work Location: In person

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