Windward Recruiting
1 - 10 employees
Founded 2017
🎯 Recruiter
💸 Finance
🤝 B2B
Recruitment • Finance • B2B
Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.
Client Service Operations Associate
Job not on LinkedIn
🕒 May 16
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Windward Recruiting
1 - 10 employees
Founded 2017
🎯 Recruiter
💸 Finance
🤝 B2B
Recruitment • Finance • B2B
Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.
📋 Description
• Respond to client requests with timeliness and accuracy in mind • Assist Advisor with client meeting prep and follow-up tasks • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks • Monitor Custodian alerts and money movements • Calendar Management for Financial Advisor including client appointments • Review info and documents received from clients, save docs, and enter info into our client FP assumptions template • We are a small firm that is always striving to improve our processes and we want your input to help this position better and better over time!
🎯 Requirements
• 5 years of financial services experience and prior remote working experience • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.) • Ability to work well with one advisor in a tight knit team
🏖️ Benefits
• Profit sharing program • Great Work/Life Balance with a Monday-Friday Schedule • BCBS Group Major Medical • 401(k) with employer match
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