What are the responsibilities and job description for the Client Service Associate position at TalentWealth?
TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with @$500M AUM in Fort Myers, FL is hiring a Client Service Associate to their growing team. The Client Service Associate is a very visible member of the team. With responsibility for delivering extraordinary client service, the Client Service Associate must be professional, caring, and genuinely interested in making other people feel special and loved.
Responsibilities & Activities:
- Provide concierge-level customer service to our clients
- Processes new accounts
- Processes account transfers
- Processes new contributions and redemptions
- Processes beneficiary changes
- Process distributions of cash and securities
- Review and or place trades
- Collect information and process insurance applications
- Answer inbound phone calls
Knowledge, Skills & Abilities:
Requires:
- Excellent interpersonal skills
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- An ability to handle multiple tasks and operate in tight deadlines
- Proficient use of Microsoft Office Word, and Excel
- Ability to quickly adapt to proprietary computer systems and applications
- 3 – 5 years Significant experience in processing securities typically gained by working for a brokerage firm, trust company, financial planner or bank
- FINRA Series 7, 63, and 65
Helpful:
- Registered Principal
- Licensed Life Insurance
- Licensed Long-Term Care Insurance
- Licensed Disability Insurance
Salary : $60,000 - $80,000
