Client Service Associate to Financial Advisor

Job Description

Job Description

Client Service Associate to Financial Advisor

We are seeking a detail-focused, service-oriented Client Service Associate to join our team! The ideal candidate will have a strong eye for detail, previous experience working in a financial brokerage firm, and be adept at analyzing information and keeping accurate records. The key focus of the role will be to assist the brokerage with all administrative duties.

1. Associate’s degree or higher in business administration, finance, or related field, or equivalent experience and education
2. Good customer service skills
3. Demonstrated experience in data entry with a high level of accuracy
4. Ability to multitask and work efficiently in high-pressure, fast-paced environment
5. Energetic self-starter with an extremely positive, can-do attitude
6. Strong organization skills with exceptional attention to detail
7. Excellent written and verbal communication skills
8. Pro-active with the ability to think ahead and act independently
9. Must work well in a team environment, supporting others
10. Must be able to prioritize and switch tasks as needed
11. Proficient with Microsoft Office, including Excel, Outlook, and Word
12. Knowledge and understanding of financial terms, strategies, and products
13. 3+ Years in a similar role or as an administrative professional
14. Knowledge and understanding of financial terms, strategies, and products
15. Character – Display high integrity and honesty

Responsibilities

As a Client Service Associate, you will help provide administrative support and appointment preparation to an advisor or team of advisors, including answering phones, generating correct forms, preparing reports, and other administrative tasks as needed. The ideal candidate has strong attention to detail and client service skills.

·         Essential Day-to-Day Duties and Activities

·         Answer phones, schedule appointments, and prepare materials for client meetings

·         Keep client management systems up-to-date with client information

·         Assist with information and documentation requirements for new accounts, transfers, and more

·         Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)

·         Assist with account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)

·         Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met

NOTE: This position does NOT offer health insurance benefits

Retirement plan is a 401K with an employer match

1904 E. Old Road 30

Warsaw, IN 46582

Reynolds Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.