- 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.
- 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 industry's 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.)
- 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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Financial advisor client service assistant - Alpharetta, United States - Artisan Financial Strategies
3 weeks ago
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:
Key Competencies and Experience
Knowledge, Skills, & Abilities