Client Service Associate - New York, United States - Advisor Business Solutions

Advisor Business Solutions
Advisor Business Solutions
Verified Company
New York, United States

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Qualifications:


Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities.

Experience with the Fidelity custodial platform is preferred.


Responsibilities:


  • Engage and promptly addressing HNW client requests with "concierge role"
  • Open new accounts, process client money movement requests
  • Support operations manager with account requests, backoffice support, preparing reports and special projects
  • Support data gathering and planning requests for financial planner as needed
  • Office team back up for administrative support, answering phones, follow up requests
  • Flexibility to support team in operations, client servicing and planning
  • Thoroughly document daily activity, follow up items and notes in CRM
  • Fidelity custodian liaison for backoffice processing requests

Preferred Skills:


  • Excellent phone and client service skills
  • Strong organization and management skills
  • Ability to be accountable and finish tasks with little supervision
  • Quick thinker, ability to make decisions and judgment calls independently
  • Excellent attention to detail
  • 5+ Years of Experience in Financial Services
  • Strong computer skills in Excel, Microsoft Office Suite, and Junxure

Required Education:


  • Bachelor's Degree

Job Type and Benefits:


  • Fulltime
  • Health, Vision and Dental
  • Parking included (if applicable)

Salary:
$75k - $95k Depending on experience


About Us
Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
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