Do you have work experience with TD Ameritrade's VEO or Charles Schwab's Schwab Advisor Center? That would make you an ideal candidate to work with our firm.
If yes, we have an exciting opportunity for you...
Responsibilities
Assist investment advisor and wealth management firm as a Client Service Specialist and with new client acquisition.
Manage client service requests.
Administer new client onboarding, maintain regulatory compliance client files.
Generate account reports, plans and proposals using industry leading financial planning software.
Assist advisors retain valuable client relationships as needed.
Assist advisors attract new clients using firm's proprietary business development process.
Qualifications
VEO or SAC experience preferred.
Desire to help retain valuable relationships with existing clients.
Desire to assist in firm's efforts to attract new clients.
3-5 years of client service experience preferred.
Outstanding written and oral communication skills.
Ability to manage multiple client situations, needs and inquiries effectively and efficiently.
Basic understanding of the investment advisory business and regulations and rules that govern client accounts preferred.
Last updated : 2024-10-10
