- Assist with data entry of all financial information pertaining to prospects and clients.
- Provide administrative support including maintaining/updating client contact records using the CRM system.
- Ensuring that all required forms are completed fully and accurately before submitting to Commonwealth and/or direct sponsors.
- Track pending business paperwork, update pending business summary sheets for advisor's attention, and track and tally all outstanding work weekly.
- Generate required paperwork for advisor's meetings with clients.
- Regularly review Commonwealth new items, technology updates, and e-mail communications while reporting pertinent information back to the advisor.
- Assist the advisor with marketing efforts such as following up with referrals, updating the CRM contact management system with names of prospects and spearheading mailing and email programs for prospects and clients.
- Work directly/build relationships with vendors/wholesalers regarding direct business.
- Assist Client Service Manager with monthly reports as requested.
- Provide assistance/serve as a backup to Client Service Manager and other CSA's when unavailable or out of office.
- Required to travel to WSFS branches within the bank's footprint and assist in the advisor's client and prospective client meetings.
- A Bachelor's degree is preferred.
- Must have at least 3 years of experience in the investment and/or insurance industry.
- FINRA Series 7 registration, FINRA Series 63 & 24 is a preferred.
- Must be proficient with computer programs, including Microsoft Word and Excel, CRM, Wealthscape SMand Morningstar.
- Familiarity with basic marketing concepts and practices is required.
- Must have exceptional customer service experience.
- Must have the ability to maintain attention to detail while under pressure, as well as to view details in the overall context of the client's circumstances.
- Must have the ability to effectively prioritize workload and meet deadlines.
- Must be willing and able to travel within the WSFS Bank footprint.
- Must possess the ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance.
- The ability to identify and solve problems is required.
- Must possess the ability to interact with people across all levels of the business.
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Client Services Associate - Wilmington, United States - Wsfs Financial
Description
Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose.
The Client Service Associate will primarily provide customer service support to the advisor's clients and assist with support in day-to-day operations of the WSFS Wealth Investments, OSJ of Commonwealth Financial Services.
Job Responsibilities:
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
