As Client Service Associate/Processor your primary responsibilities are to provide exceptional client service, support our Financial Advisors, assist in Branch functions, process new client investment account applications, address and/or beneficiary changes and other client related requests, as well as meet with clients as needed.

Essential Duties:

Onboard new client accounts
Perform administrative duties to support Financial Advisors
Coordination of client meetings
Maintain broad knowledge of client products and services
Prepare complete and accurate work
Any other duties relating to the management of the firm which can be delegated by the owner to this position

Knowledge, Skills and/or Abilities: To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required:

Excellent written and verbal communications skills
High degree of flexibility to deal with a variety of situations
Ability to handle multiple tasks at the same time
Have or develop a working knowledge of financial services and life insurance industry
EXTREME attention to detail
Strong computer skills and knowledge of Microsoft Office products
Ability to learn industry specific software
Employee communication skills
Neat handwriting needed for records and paperwork
Great attitude and team collaborator
Be able to perform under pressure at times
Have a strong desire for the firm to perform and win as a whole
Very strong work ethic
Positive work attitude, roll-up the sleeves approach

Qualifications:

High school diploma, some college or industry specific knowledge preferred
Obtain a FINRA Series 11 License within 120 days of start
Background check will be performed and candidate must pass requirements for bonding

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