POSITION SUMMARY:
The Client Associate role is a sales support position, typically providing dedicated operational and sales support to Financial Advisors. Successful candidates may also on a regular basis support office initiatives, in addition to the businesses of particular Financial Advisors. For established clients, the Client Associate will often serve as the most frequent point of contact and is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients.
DUTIES and RESPONSIBILITIES:
Maintain existing client relationships through the processing of client requests and resolving client inquiries.
Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
Onboard new client accounts, which includes the collection of required documentation and client information
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
QUALIFICATIONS
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Preferred Series 7, 63/ 65 or 66 but not required
Two or more years of industry experience preferred
High School Diploma/Equivalency
College degree preferred
Knowledge/Skills
Strong industry, product, and branch procedures knowledge
Detail oriented with strong organizational skills and ability to prioritize tasks
Exceptional writing, interpersonal and client service skills
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
REMOTE WORK CONSIDERED
