Financial advisor client service assistant - Alpharetta, United States - Artisan Financial Strategies

    Artisan Financial Strategies
    Artisan Financial Strategies Alpharetta, United States

    1 month ago

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    Description

    Career Path

    You should expect to hold the Investment Customer Service position for 24-36 months, during which time you will be evaluated on the impact of your contributions to the firm, taking on more responsibilities as you acquire the necessary skills to eventually advance to a more senior role.

    Our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of Continuous Learning, Compassion/Empathy, Trust, Client Focus, and Open Mindedness.

    We expect our associates at all levels to:

    • Grow professionally and inspire others to do the same.
    • Work with and through others to achieve desired outcomes.
    • Make prompt, pragmatic choices and act with the client in mind.
    • Take ownership and hold themselves and others accountable for delivering results that matter.
    • Contribute to the continuous evolution of the firm.

    Key Competencies and Experience

    • Bachelor's degree
    • **A minimum of 3-5 years in client service for Financial Planning or Wealth Management Firm in an _Operations or Client Services_ with a focus on investments
    • FINRA S6 or S7 (preferred)
    • Excellent knowledge of securities industrys rules and regulations
    • Proficient computer skills:
    • Advanced Technology Skills and use of Microsoft Office (Word, Power Point, Excel)
    • Financial Planning Software Experience (Example: Morning Star, Money Guide Pro, eMoney)
    • CRM Software / Database Experience (Example: Salesforce, Redtail, Etc.)

    Knowledge, Skills, & Abilities

    • Employ good analytical skills to be able to research account information and resolve problems.
    • Develop and maintain solid relationships with clients.
    • Excellent written and verbal communication skills
    • Strong track record of success in previous positions.
    • Known for being a self-starter, getting things done, and inspiring others.
    • Demonstrates strong attention to detail and accuracy takes pride in completing precise work.
    • Prepare and process documentation for client transactions, including opening new accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and beneficiary changes.
    • Knowledgeable of financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts.
    • For established clients, the Client Service Specialist will often serve as the most frequent point of contact.
    • Demonstrates outstanding teamwork and time management skills.
    • Able to handle multiple tasks and operate to tight deadlines.
    • Possesses a Strong team-oriented mentality with a desire to achieve personal and company performance goals.
    • Possesses Embodies high ethical standards and trustworthiness.
    • Consistently demonstrates Excellent interpersonal skills.
    • Handle miscellaneous operational activities and projects (e.g., scanning documents, mailing, etc.)

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