What are the responsibilities and job description for the Client Service Associate position at Lead Advisor?
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, MD. To view other open roles, visit jobs.lead-advisor.com
Role Profile Summary
The Client Service / Associate Advisor is responsible for assisting Lead Advisors in an effort provide exceptional service to the company's clients. This role requires outstanding organizational and communication skills. This role will also grow into an Associate Advisor role as the employee gains experience with our company and client base.
Core Responsibilities
- Work with advisors to research, implement, and manage client investment accounts.
- Provide exceptional client service by assisting with insurance policy or investment account service requests.
- Facilitate the execution of client service schedule by meetings in accordance with the client’s segmentation.
- Prepare and review the client folder with all necessary prep materials and deliverables prior to a client meeting.
- Maintain exceptional CRM records in accordance with company's CRM guidelines and procedures.
Qualifications
Required
o Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.
o Obtain Series 6 or 7 in the first or second year.
o Experience working with Microsoft Excel
Preferred
o 1-3 years in the wealth management or investment management industry.
o Series 6 or 7 in the first year.
Key Characteristics
Location : In Rockville office
Salary : 75-95k
