Job Details
We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Germantown, TN Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life s ambitions and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of the great Germantown team!
Objectives:
The CSS plays an important role in serving our clients and successfully operating our market locations under the direction of the Managing Director. Client Service Specialists work independently to organize and manage a wide range of administrative and client support activities. We are looking for associates who have a desire to be the very best and to provide the highest level of service excellence.
Our Standards:
Our overall standard is "service excellence." Our goal is to provide the very best experience in service to our clients and advisors. As such, the CSS must display:
Professional Expertise
An ability to quickly form and maintain a positive, productive relationship with advisors and their clients
Strong technology skills
An ability to learn the financial services industry and understand the objectives for the position
Tremendous written and oral communication skills
Ability to adapt quickly and positively to change in the financial services industry
Superior attention to detail and follow through; accuracy is extremely important
Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively
Team player and collaborator
High standard of professionalism, ethics, confidentiality, and integrity
Willingness to be proactive
There are several key areas where Office Administrators must demonstrate professional proficiency:
Financial industry terminology and account types
Salesforce data entry and management
DocuSign technologies
Detailed and accurate data entry and account processing
Policy and procedures including FINRA guidelines
Google Suite and calendar management
Client service
Client Engagement program
Education/Experience
High school Diploma required
Bachelor's Degree preferred or equivalent financial services industry experience
Series 65 preferred
Financial Investment Advisory Services Industry experience preferred
Google Suite, Salesforce, Microsoft Suite, Adobe skills required
Successful completion of industry standard background screening required
Former experience working with Schwab, Orion, Salesforce, DocuSign is a plus
Benefits:
Health, Dental, Vision, Group Life & Disability, HSA
401(k)
Teladoc
Generous PTO
12 Paid Holidays
EAP
Compensation:
This is a Non-Exempt Full-time position. Salary is determined based on experience.
Prime Capital Investment Advisors ( PCIA )
Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 50+ locations throughout the United States, with over 160 investment advisor representatives and 160+ associates serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. ( PCIA ) a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors ( QPA ) and Prime Capital Wealth Management ( PCWM ). For more information, visit www.pciawealth.com