What are the responsibilities and job description for the Financial Client Services Associate position at Weiser Financial?
Job description
Essential Duties and Responsibilities
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Requirements:
- At least 3 years of experience in financial services, wealth management or related industry
- Series 7 required, 2-15 preferred
- Strong communication skills and ability to build rapport with clients
- Excellent organizational skills and attention to detail
- Ability to work well in a team environment
This is an in-person position in our downtown Orlando office.
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Paid time off
Schedule:
- Monday to Friday
Experience:
- Wealth Management/Financial Services: 3 years (Required)
License/Certification:
- Series 7 (Required)
Work Location: In person
Salary : $50,000 - $65,000
