Client Service Associate/Analyst

Investments & Analysis:

• Process and confirm transactions
• Prepare and organize account applications
• Develop expertise with platforms and systems utilized
• Maintain and update records of transactions via investment logs
• Update client investment summaries and prepare investment portfolio proposals
• Use Excel, Bloomberg, etc. to produce various reports and/or gather securities information
• Focus on constantly creating analytical and operational controls and workflow efficiencies
• Perform various financial analyses
• Build and maintain eMoney sites

Client Servicing:

• Responsible for servicing and maintaining client relationships
• Communicate effectively with high net worth clients
• Preemptively service clients
• Prepare investment-related materials for client meetings and manage all follow-up
• Build, manage and grow client touch (DRIP) campaign

Product Knowledge:

• Develop knowledge of current investment products
• Serve as liaison between advisor and wholesalers/strategic alliances
• Maintain current knowledge of procedural and regulatory investment requirements

Requirements:

• Strong Excel and "follow up" skills
• Highly organized, self-motivated and extremely detail oriented
• Very bright and loyal with a great work ethic
• Positive "can do" attitude and a warm smile
• Able to work at a fast pace without compromising quality or accuracy
• Extremely responsible; professional and presentable at all times
• Efficient and effective time management skills
• eMoney experience
• Bachelors degree in Finance and some prior industry experience required
• Certified Financial Planner (CFP) preferred

Job Type:

Full-time Pay:

$65,000.00 - $100,000.00 per year

Benefits:

401(k) Dental insurance Employee discount Flexible spending account Health insurance Health savings account Paid time off Vision insurance

Education:

Bachelor's (Required)

Experience:

Microsoft Excel:

2 years (Required) Financial planning: 1 year (Required)

Work Location:

In person