Service Team Member - Knoxville - Blue Ridge Wealth

    Blue Ridge Wealth
    Blue Ridge Wealth Knoxville

    1 day ago

    Default job background
    Full time
    Description

    Job Description

    Job Description

    About This Job

    After a Wealth Planner creates a financial plan and our Onboarding Team implements it, the Service Team becomes the long term relationship between Blue Ridge Wealth Planners and its clients. This position begins with learning to fulfill service requests such as fielding client questions over the phone, performing beneficiary or allocation changes, preparation for review meetings, and working with custodians and various financial and insurance institutions to transition assets from new business that arises in client review meetings.

    Once familiar with these duties, you will be expected to pass the Series 65 securities exam and become a Wealth Coordinator at which point you will not only prepare for and implement action items from client review meetings, but also conduct those meetings yourself.

    Our Service Team is defined by the following formula: Speed = Trust. If we are accurate and timely in implementing a client's investment needs, we can create trust between our clients and our advisors. Specifically this requires:

    • Familiarity with investment plans as created by Wealth Planners
    • Understanding how each investment works together
    • Knowledge of individual account types and the specific investments within each account
    • Timely submission of corresponding client data to ensure speed and accuracy
    • Attention to detail
    • Moderate Microsoft Office skills
    • Client interaction on a regular basis to handle inquires, complaints, and requests in person or via phone

    Qualifications:

    • Previous experience in finance or other related fields preferred
    • Familiarity with investment products and services preferred
    • Ability to build rapport with clients
    • Strong analytical and critical thinking skills
    • Excellent written and verbal communication skills

    Candidate currently holding Series 65 can more quickly progress to Wealth Coordinator position

    Company Description Blue Ridge Wealth Planners is an SEC-registered RIA that has been advising over a thousand families in East Tennessee since 2004.

    Company Description

    Blue Ridge Wealth Planners is an SEC-registered RIA that has been advising over a thousand families in East Tennessee since 2004.

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