Client Support Specialist

Qualifications

• High School Diploma or GED required.
• Degree in Accounting/Finance preferred.
• Previous office experience or training.
• Financial Services/Securities industry experience preferred.
• Working knowledge of all Microsoft Office applications including Word and Excel as well as the CRM system.
• Must have excellent communication, organization, and computer application skills.
• Highly motivated to complete assignments and projects accurately and efficiently.

Responsibilities

• Performing administrative tasks which includes preparing for advisor/client meetings and managing phone calls.
• Holding client requests in an efficient and timely manner.
• Processing new and/or existing business which includes opening and closing of accounts, handling check deposits/withdrawals, and account maintenance.
• Being prompt, efficient, and complete when carrying out all tasks assigned by Advisor Associates, Financial Advisors, Senior Advisors, the Chief Operating Officer, and Managing Principals.
• Being courteous, pleasant, helpful, and professional at all times.
• Maintaining a neat and organized work environment.
• Maintaining records and files in a neat and organized manner.
• Maintaining strict confidentiality of all clients and firm business.
• Maintaining good communication with Advisor Associates, Financial Advisors, Senior Advisors, the Chief Operating Officer, and Managing Principals.
• Demonstrating the ability to share information with other Client Support Specialists.
• Operating office machines including photocopier, fax, calculator, mail meter and telephone switchboard.
• Delivering all incoming mail and collecting outgoing mail in time for daily delivery.
• Working overtime as needed.

Benefits

• Competitive Compensation.
• Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Generous Paid-time-off Policy.
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and profit sharing.
• Medical, dental, and vision insurance.
• Company Paid Life Insurance.
• Affordable Short- & Long-Term Disability Insurance.
• Affordable Accidental and Critical Illness Insurance.
• 10.5 Paid holidays.
• Disability Insurance.
• Tuition Reimbursement.
• Annual Performance Reviews.
• And Much More...

Pay

Competitive Compensation.

Schedule

Flexible Work Environment.