Jobs

    Client Service Associate Stone Point Financial Services - Beaver, Pennsylvania, United States - Kestra Financial Independent Advisor

    Kestra Financial Independent Advisor
    Kestra Financial Independent Advisor Beaver, Pennsylvania, United States

    2 weeks ago

    Default job background
    Part time
    Description
    The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time.

    This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

    Essential Duties and Responsibilities Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

    Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

    Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

    Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

    Assist in preparation of consolidated performance reporting on a monthly/quarterly basis

    Maintain CRM database; define and ensure adherence to appropriate client service models

    Manage multiple and competing priorities daily in pursuit of business objectives

    Knowledge, Skills, and/or Abilities

    Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

    Excellent communication skills, both verbally and in writing

    Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

    Ability to build relationships with clients and internal partners and influence others without direct control

    Education and/or Experience

    Bachelor's degree in a business-related field preferred

    The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

    Previous experience in the independent financial services culture preferred
  • Kestra Financial Independent Advisor

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