Associate - Monarch Group - Lakewood, CA
Core
Provide high-quality client service and operational support to a Wealth Advisor, serving as the primary contact for developing client relationships while supporting established clients.
Role type
Associate Wealth Advisor / Financial Services Associate
Builds
Client financial plans, transaction processing, and practice operations for individuals and families
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client service, transaction processing, practice operations, compliance adherence, documentation, research, meeting support, application preparation, product illustration
Preferred skills
financial services terminology familiarity, independent work, time management, problem solving, technology proficiency
Technologies
Wealthscape, office tools, firm-specific platforms
Responsibilities
Prepare forms, process transactions and trades, coordinate service requests, maintain accurate client records, research client inquiries, prepare and submit applications, run product illustrations, communicate with clients and third-party providers, conduct client interactions in alignment with licensing guidelines
Seniority
Entry to Mid-level, hands-on IC