Client Service Associate

We are looking for Financial Assistants to work in our North Hills and South Hills offices. This professional is expected to possess intermediate administrative skills obtained through experience and training to support Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.

Responsibilities:

• Assist advisors in onboarding, ongoing development and maintenance of client relationships; 90% of an assistant”s day is spent actively working on advisor/client requests.
• Shield client confidentiality in all situations. Anticipate potential problems and alert Office Manager, Advisor, Compliance and/or Director as necessary.
• Interface effectively and follow up on all support issues with internal departments. Appropriately prioritizing time-sensitive issues.
• Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Schedule client appointments and conference rooms for appointments.
• Maintain ongoing knowledge and understanding of compliance regulations, firm policies, procedures, products and technology in an ever changing regulatory environment, must be able to articulate the reason for certain requirements to clients.
• Be knowledgeable in all firm technology and established policies to provide quick, accurate responses to advisor, client and departmental inquiries.
• Compose effective client correspondence in accordance with established policies and procedures. May assist advisor in organizing marketing campaigns and seminars for clients and prospective clients.
• May also perform some operations responsibilities for the entire branch.
• Perform other duties as required that contribute to the overall effectiveness of the branch office and individual advisors.

Qualifications:

• Prior office experience is preferred
• High School diploma or equivalent
• Strong analytical skills with ability to perform semi-advanced math (example: Calculations of Gross/Net IRA Tax Withholding and penalties).
• Excellent communication skills
• Strong organizational skills
• Detailed with an emphasis on accuracy
• Excellent written skills

by Jobble