Job Details
YOUR ROLE:
As part of the Client Services Associate Function, you will assist with the operations associated to client care, relationship services, information services, and marketing initiatives. Activities such as serving as the direct point of contact for prospects and clients, assisting with the promotion and organization of client events, and the completion of administrative tasks for the office.
HOW YOU WILL MAKE AN IMPACT:
Client Relations:
- Partner with clients to provide detailed answers regarding client files, case updates, and applications
-Provide customer service for product or portfolio questions related to non-portfolio or non- performance related inquiries
-Manage monetary transfers and transactions
-Prioritize customer problems for the Advisor based on knowledge of products and services
-Document and update client records within internal client relationship management system
-Handle all in-bound/out-bound client inquiries and complaints; verbal, phone, writing
-Work with the Principal Financial Advisors and team members to administer, participate, and optimize all prospect events (seminars, webinars, etc.) as well as client education or appreciation events.
Administrative Support:
-Calendar and appointment management for the CEO, Lead Financial Advisor
-Client file maintenance and audits
WHY YOU ARE THE RIGHT PERSON:
-3+ years of experience in an administrative or client services function
-Series 6, Life and Health license
-Strong working knowledge of Microsoft Office Suite
-Proven ability and continued interest working in a team-based environment with multiple changing responsibilities and accountability
-Proven experience with client relations and/or relationship building
-Proven experience providing exemplary verbal and written communication