Private Wealth Management Client Service Associate
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The Private Wealth Management Client Service Associate provides ongoing day-to-day support of a Private Wealth Advisor's book of business. Provide account information to clients and Private Wealth Advisors. Learn the business and products in order to assist Private Wealth Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms.
DUTIES and RESPONSIBILITIES:
* Working with clients to ensure proper accounting opening procedures and documentation * Providing account information to clients and Private Wealth Advisors and maintaining key client relationships * Proactively resolving clients' issues and concerns * Learning the business and products in order to assist Private Wealth Advisors * Clerical duties such as handling telephones, mailing, filing and processing forms * Taking and placing customer orders in brokerage and advisory accounts * Participating in ongoing platform reviews and design initiatives * Participating in ongoing learning and development to enhance support of * Private Wealth Advisors' business * Train and recruit future sales support * Comply with all industry rules and regulation and firm policies
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* Bachelor's Degree Preferred * Active Series 7, 63 and 65 or Series 7 and 66 * May require additional parallel licenses to appropriately cover PWA * Satisfy all ongoing regulatory continuing education
* Excellent written and verbal communication skills * Strong computer skills, including internet * Knowledge of Word, Excel, and PowerPoint * Superior interpersonal, organizational and client service skills