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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.
Education and Experience:
:High School
: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
: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.


• Location: Ft Lauderdale

• Post ID: 69162162 ftlauderdale is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017