Client Services Associate

The Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.

Key responsibilities include assisting the advisor with administrative support, scheduling, completion of applications, and collaboration with internal departments.

Duties and Responsibilities

Manage Advisors e-mail correspondence and professional calendar

Handle incoming calls in a friendly and professional manner

Schedule and confirm appointments in a timely manner

Assist with file prep, paper filing and larger mailings

Proactively manage internal platforms and systems so FSRs client information is up to date and accurate

Accurately complete, submit, and follow up on status of all new business applications

Act as direct liaison between Financial Advisor and clients

Qualifications

Excellent verbal and written communication skills

Exceptionally professional and organized

Extremely detail-oriented

Comfortable in a fast-paced environment

Ability to collaborate with others, build and maintain relationships

Ability to use discretion and maintain client confidentiality

Client-first attitude

Proficiency in Microsoft Office

Experience in Salesforce is a plus

Life, Accident, Series7 and Health License and/or Finra Registrations are a plus

College and professional experience preferred

* Advisor Support Roles are hired directly by the Financial Services Representative.