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About the role
Key responsibilities & impact- 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
What you’ll need- 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
- FPQP designation is a plus
- Life & Health Insurance is a plus
Benefits
Comp & perks- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services experienceadministrative experiencemulti-taskingorganizational coordinationcustomer serviceproblem-solvingopening financial Brokerage accounts
Soft Skills
communicationescalation understanding
Certifications
FPQP designationLife & Health Insurance