Are You Interested in Joining our Team?

At WCM we are always looking for talented candidates who would be a great fit for our team in Louisville, KY. If you are interested in joining the WCM team, please contact us regarding the positions listed below.

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Client Service Associate

Responsibilities:

  • Provide outstanding services and ensure client satisfaction
  • Address client inquiries about products and services in a timely fashion
  • Educate clients on account services and capabilities (e.g., statement/account questions, how to use Online Services, paperless options, etc.)
  • Coordinate appropriate documentation to set up new accounts as well as maintain client portfolios
  • Research clientand industry information as needed
  • Assist with or prepare monthly newsletter commentary
  • Process account service requests and ensure appropriate documentation is obtained and maintained
  • Preparation of reports, spreadsheet, and other materials for client meetings
  • Maintain contact management systems with uptodate key client information
  • Stay up to date on company products and services
  • Compile and update necessary documents and contracts
  • Maintain and update client and company files as required on products and services
  • Prepare correspondence such as draft letters, run mail merges, send onetime or mass mailers
  • Perform administrative and clerical duties as necessary
  • Required Qualifications and Skills:
  • High School diploma required
  • 3 5 years of client service experience
  • Series 65 or Series 7 and 66 licensed preferred
  • Knowledge of investment and banking products, policies & procedures preferred
  • Proficient in Microsoft Office Suite
  • Exceptional customer service skills
  • Strong attention to detail
  • Service oriented
  • Excellent written and verbal communication skills
  • Ability to work independently as well as in a team environment

Investment Adviser Representative

Job Duties and Responsibilities:

• Advise clients on investment strategies and other financial decisions
• Assess clients’ assets, liabilities, and overall financial conditions
• Provide outstanding service based on the client’s best interests
• Network and build relationships with new and existing client base
• Handle or assist with client calls, onboarding, reviews, and meetings
• Portfolio Management of managed client accounts, including investment due diligence
• Prepare presentations that recommend various financial products
• Preparation of reports, spreadsheet, and other materials for client meetings
• Review and communicate portfolio performances to clients
• Ensure compliance with SEC rules and regulations

Required Qualifications and Skills:

• Series 65 or Series 7 and 66 license required
• High School diploma required
• 3–5 years previous experience in financial industry
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite
• Exceptional customer service skills
• Strong attention to detail
• Service oriented
• Ability to work independently as well as in a team environment
• Compensation based on experience

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