Applications Specialist - Wealth Management

Job Description

Welcome to Zinnia Wealth Management, where we're passionate about helping our clients achieve their financial dreams. Nestled right here in Ocala, Florida, our team is dedicated to providing personalized financial guidance with a warm, approachable touch. We believe in fostering a supportive and collaborative environment where every team member feels valued and empowered. As our new Applications Specialist, you'll be at the forefront of ensuring our clients have a seamless and positive experience with our client onboarding.

You'll be the go-to person for helping them navigate our systems, understand their accounts, and get the most out of the services we offer. If you're someone who genuinely enjoys helping others, has experience in AUM and/or Annuity applications, and wants to be part of a growing, client-focused firm, we’d be thrilled to have you join our Ocala family.

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Career Growth Opportunities

Provide exceptional support to clients regarding their financial applications and platforms.

Assist clients with onboarding processes, account setup, annuity application completion, and general inquiries.

Troubleshoot and resolve technical issues related to wealth management applications.

Collaborate with internal teams to ensure a smooth client experience.

Maintain accurate client records and documentation.

Stay updated on financial products and services to effectively assist clients.

Bachelor's degree in Finance, Business Administration, or a related field preferred.

Minimum of 2 years of experience in a customer support or client-facing role, preferably within the financial services industry.

Familiarity with wealth management software and CRM systems.

Excellent communication skills, both written and verbal.

Strong problem-solving abilities and attention to detail.

A positive and helpful demeanor.