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Posted: Wednesday, October 18, 2017 6:08 PM

Job Description:/h3:
Client Services Associate
We are currently seeking an experienced Client Services Associate to join our team in Ft. Lauderdale, FL.
About Us: Our firm is dedicated to serving high:net worth clients. We value our employees as they are the key to allowing us to provide exceptional service to those relationships.
Job Summary: This individual will act as a Client Service Associate and Administrative Assistant to a Financial Advisor. Their understanding of investments in general is paramount.
Job Responsibilities:
:Perform general clerical duties, such as handling telephones, client mailings and creating mailing lists
:Respond to client requests and client outreaches
:Prepare and summarize client meetings by scheduling and confirming meetings, entering data into Contact Manager, escorting clients to advisor, and providing necessary follow:up
:Prepare and ensure new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation to process through home office
:Create spreadsheets and other financial reports as well as conducting investment research
:Prepare for and coordinate marketing events including creating marketing compliance documentation, ongoing website management and managing event marketing reimbursement.
Requirements
Education and Experience:
:High School
Diploma/Equivalency
:2 or more years of industry experience preferred
Skills and Abilities:
:Superior interpersonal, organizational and client service skills
:Ability to work independently with minimal supervision
:Process:oriented
:Teamwork skills
:Strong computer literacy and software skills
:Ability to prioritize and meet deadlines
:Strong industry, product, and branch procedures knowledge (candidate need not be FINRA registered)
:Experience with Thompson One, Streetscape, a plus.
Candidates are subject to a background check, pre:employment tests, and must be authorized to work in the U.S.

Source: https://www.tiptopjob.com/jobs/73588577_job.asp?source=backpage


• Location: Ft Lauderdale

• Post ID: 69162162 ftlauderdale
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