Director of Operations/Sales Assistant - Adams Wealth Management : Job Details

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Director of Client Services / Sales Assistant – Financial Services

We are a small, independent financial services firm seeking an experienced Director of Client Services (DCS) / Sales Assistant to support a top-producing managing partner. In this client-facing role, you will manage office operations, handle client interactions, and ensure exceptional service in a dynamic, fast-paced environment. If you're detail-oriented, customer-focused, and tech-savvy, this is the opportunity for you.

Key Responsibilities:

• Serve as the primary client contact, building relationships and delivering outstanding service.
• Manage office operations, ensuring efficiency and smooth workflows.
• Assist with compliance and financial operations, including ACATs, Non-ACATs, and rollovers.
• Utilize Salesforce CRM to track client interactions, maintain accurate records, and support sales efforts.
• Leverage MS Office and other tools to streamline processes and communication.
• Provide sales support to the managing partner, contributing to practice growth.

Ideal Candidate:

• 2+ years of experience in a brokerage or financial services firm.
• Familiarity with Salesforce CRM to manage client relationships and data.
• Strong customer service and communication skills.
• Proficient in MS Office and comfortable using technology in a professional setting.
• Series 7, Series 66, or other relevant licenses are a plus, but not required.
• Ability to maintain confidentiality, pass a background check, and provide references.

Why Join Us?

• Competitive salary and benefits.
• Supportive work environment with professional growth opportunities.
• Collaborative culture, where your contributions make a difference.

How to Apply: Send your resume, cover letter, and salary history to [email protected]. Please include the full company name in the subject line. No phone calls, please.

We look forward to hearing from you!

• Entry level

• Full-time

• Management and Manufacturing