What are the responsibilities and job description for the Licensed Client Solutions Consultant position at Sowell Management?
Job Description
Job Description
Licensed Client Solutions Consultant
Trek Wealth Solutions, a division of Sowell Management
Little Rock or Rogers, AR.
Here at Trek Wealth Solutions everything we do centers around our Core Values and our clients :
We are family. Have each other's back - Put others first - Critique in private.
Attitude is everything. Don't be a jerk & don't suck. Be enthusiastic, positivity goes both ways.
Care about what you do. Passion, desire, and drive for excellence - No half-hearted efforts.
Own your commitments. Do what you say. First time, every time.
Go above and beyond. Teamwork always wins. Help each other out. When it's not your job or after 5.
Role :
As a Licensed Client Solutions Consultant at Trek Wealth Solutions, you will help add to our strong service culture by :
Being the first point of contact for Clients and Promoters from a service and support perspective.
Providing administrative and operational support for Advisors and Clients including account opening, account maintenance, not-in-good-order (NIGO) resolution, cashiering, and funding accounts through the FLEX Connect Service Center.
Managing client phone calls, scheduling meetings, providing clients with solutions, troubleshooting complex situations, and resolving service issues and escalations.
Facilitating marketing, email, and social media campaigns for Advisors.
Acting as a liaison between Advisors, Clients, and our custodian partners and helping them to navigate internal departments of Sowell Management, such as Data and Technology, Sales, and Trading.
Educating Advisors and Clients on processes, services, and procedures of FLEX Connect Service Center for Sowell turnkey asset management platform (TAMP) and the custodian platforms.
Collaborating and problem-solving with our Advisors to create a positive client experience.
Ensuring compliance with financial regulations and adhering to company processes, policies, and procedures.
Qualifications :
3 years of experience in client-facing roles in insurance, financial services, or wealth management required.
Exposure to product categories : securities, alternative investments, and insurance experience preferred.
Fidelity, Schwab, and Promoters (Insurance and / or CPA) experience a plus.
FINRA Licenses required : SIE / Series 7 and Series 63 / 65 or 66 and Insurance license preferred.
Experience in interacting directly with clients required.
Professional phone etiquette, verbal, written, and interpersonal skills.
Detail-oriented and able to multi-task, organize, and prioritize work with minimal supervision.
Team player with the ability to perform effectively in a fast-paced environment.
Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality.
Microsoft Office experience is a plus.
Client Relationship Management (CRM) experience along with CRM tools like Salesforce, Redtail , or Wealthbox is a plus.
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