Job Number:

3253164

DESCRIPTION

Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns
Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors
Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors
Provides ongoing support in educating clients about specific products and services offered at the firm
Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities
May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors
Works with clients on the execution of orders in Brokerage and Advisory accounts
Assists clients with market and stock research
Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative
Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor
Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor

Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients
Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars
Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients
Identifies and implements practice management opportunities by interfacing with various departments across the firm
Coordinates enrollment campaigns/meetings for existing clients
Assigns work to team’s Client Service Associate as appropriate
Cultivates and develops relationships with business partners internally and externally
Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
Proactively participates in firm initiatives directed by local management

QUALIFICATIONS

Business Service Officer