Vacancy caducado!
Description Primary Job Functions NEW CLIENT ONBOARDING
Ensures accurate completion of prospect/new client paperwork/set up
Follow up on funds transfer from surrendering company
Maintains (CRM-Salesforce) database
Research and follow up on any issues with the Broker/Dealer, Operations, and vendors
Record incoming assets to the appropriate blotting tool
CLIENT RELATIONSHIP MANAGEMENT
Dialogues with client to understand their personal history and current financial needs.
Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
May work with client’s tax or legal counsel on client concerns
CLIENT REVIEW PREP AND FOLLOW UP
Gather client data and may prepare the materials for client meetings and reviews
Conducts Tax Research (1099s)
Completes any review follow up needs for client
INDUSTRY/COMPANY KNOWLEDGE
Demonstrates knowledge and can accurately execute against Suitability Guidelines, operational processes and sales model
Understands financial terminology and products
Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
Attends Client Services and company educational events
TEAM AND CORPORATE SUPPORT
Assists Advisor Team Operations to streamline processes
Completes operational projects to support enhancements and changes
Communicates process and sales updates to team
Requirements
EDUCATION/QUALIFICATIONS
4-year college degree preferred
3+ years of industry experience specifically in client servicing
Client Service Manager role requires FINRA 7/63 or 66 licensing.
Excellent oral and written communication skills
Proficient with Salesforce, Power Point and Microsoft Office (required)
Organization skills and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure
Developing client relationship/trust as observed by Financial Advisor
Flawless recording of buys/sells and other key data within Salesforce
Demonstrated industry and product knowledge
Builds/maintains effective relationships with clients
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
Vacancy caducado!