Financial Services Associate
4 weeks ago
Job Summary
Job Description
What is the Opportunity?
We are seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our clients and internal stakeholders.
Key Responsibilities:
- Provide professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
- Support the Investment Advisor in general administrative duties, including the management of client accounts and the preparation of client reviews and presentations
- Request information and documentation from clients to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure completion on a timely basis
Requirements:
- Related experience in customer service and a professional setting
- Excellent communication skills, both verbal and written
- Proficiency with Microsoft Office Suite
- Progressive in pursuing education, building skills, and professional experience
- Accuracy, attention to detail, and organizational skills
What's in it for you?
We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact in a dynamic, collaborative, and high-performing team.
Job Skills:
Account Management, Customer Service, Decision Making, Detail-Oriented, Financial Regulation, Group Problem Solving, Highly Resourceful, Interpersonal Relationships, Investment Risk Management, Self-Starter, Teamwork, Time ManagementAdditional Job Details:
We are an equal opportunity employer and are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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