Financial Support Associate II
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
Visit company websiteExplore more
Salary
💰 $25 - $38 per hour
About the role
- Independently prepare and review new account paperwork.
- Create and organize client review materials and correspondence.
- Serve as a liaison with internal departments, custodians, CPAs, and clients.
- Manage client communication regarding account activity and deadlines.
- Process client requests including contributions, distributions, and transfers.
- Maintain accurate information and documentation within the CRM.
- Assist in training Level I associates.
- Recommend workflow and process improvements.
- Handle moderately complex client inquiries.
- Perform other duties as assigned.
Requirements
- High school diploma or equivalent required; associate or bachelor’s degree preferred.
- 2–5 years of financial services or administrative experience preferred.
- Multi-tasking and organizational coordination are a must
- Salesforce experience strongly needed.
- Strong communication, customer service with escalation understanding and problem-solving skills.
- Proficiency with Salesforce, Adobe, Microsoft Word, Excel, and PowerPoint
- Familiar with opening or processing financial Brokerage accounts is preferred
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicesadministrative experienceclient communicationaccount paperwork preparationclient request processingworkflow improvementsproblem-solvingmulti-taskingorganizational coordinationfinancial Brokerage accounts processing
Soft Skills
communicationcustomer serviceescalation understandingtrainingliaisonorganizationindependenceattention to detailadaptabilitycollaboration
Certifications
high school diplomaassociate degreebachelor’s degree