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Cornelius

    Client Account Specialist for Financial Planning Firm - Cornelius, United States - Aspire Private Capital LLC

    Aspire Private Capital LLC
    Aspire Private Capital LLC Cornelius, United States

    4 weeks ago

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    Description

    Job DescriptionJob Description

    Summary: Financial Planning Firm seeks a highly energized, competent, and confident Client Account Specialist who will thrive in a growing and fast paced environment. Candidate will be professional and has the ability to work under pressure while meeting deadlines, who can accept direction, is an adaptive learner, a collaborator, has a strong diligence and able to consistently follow-through on tasks while having strong computer skills.

    Essential Duties and Responsibilities:

    · Perform general administration and support functions for the office as required.

    · Organize, coordinate, and maintain client paperwork.

    · Correspond with clients to accurately prepare and complete new account applications, asset transfers, and other service forms.

    · Manage routine matters for client accounts including processing changes, account applications, bank authorizations, annuity reallocations, answering client questions via telephone and face to face.

    · Assist in preparation for all prospect and client meetings including ordering insurance illustrations.

    · Assist in preparation of preliminary financial planning information including charts, graphs, tables, and other visual aids.

    · Work with the Financial Advisors to develop portfolio recommendations according to the client's goals, risk tolerance, and time horizon.

    · Back up Receptionist

    · Additional Duties as assigned.

    Minimum Requirements:

    · 3 years' experience in financial services

    · Strong initiative

    · Cheerful Outlook

    · Exceptional diligence

    · Exceptional organization, prioritization, and people skills

    · Exceptional communication skills; both verbal and written

    · Ability to define problems, collect data, establish facts, and draw valid conclusions.

    · Investigate, research, and resolve problems and or concerns.

    · Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)

    · Ability to learn and utilize CRM and Report Tools

    · Previous RIA experience a plus.

    Insurance or Securities Licenses are not required.

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