Client Service Associate Position Available In Washington, Rhode Island
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Job Description
Client Service Associate Lead Advisor, LLC Westerly, RI 02891 Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Westerly. To view other open roles, visit jobs.lead-advisor.com
Client Service Associate Job Responsibilities:
As our Client Service Associate, you will be working with our investment advisory team in providing exceptional service.
Responsibilities include:
Maintaining client relationships, processing client requests & resolving client inquires Prepare and submit required forms to our custodian, including obtaining client signatures Prepare Advisors for client meetings including preparing client investment summary, scheduling and confirming client meetings Perform general administrative functions including answering client calls, preparing client correspondence and filing Potential to execute trading investments including rebalancing Potential to review and resolve drift and non-sufficient funds reports
Required Qualifications:
2-5 years comparable financial services industry experience Series 7 and 66 not required but preferred Consistently produce accurate and high-quality deliverables Organized, resourceful and detail oriented Self-motivated and able to manage multiple priorities effectively Able to communicate effectively with clients and all levels of the organization Strong computer & software skills: proficient in Microsoft Outlook, Word, Excel and Adobe Acrobat This is a full time position. Competitive benefits package is available. Compensation is dependent on experience. Future advancement potential when proficient in current job responsibilities.
Location:
Westerly, RI Salary:
Depends on experience: $60,000- $75,000.
Job Type:
Full-time Pay:
$60,000.00 – $75,000.00 per year
Benefits:
Paid time off
Schedule:
Day shift Monday to Friday Ability to
Commute:
Westerly, RI 02891 (Preferred) Ability to
Relocate:
Westerly, RI 02891: Relocate before starting work (Preferred)
Work Location:
In person
