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    Client Service Associate - McLean, United States - JTB INTERNATIONAL INC

    JTB INTERNATIONAL INC
    JTB INTERNATIONAL INC McLean, United States

    1 week ago

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    Description

    Job Description

    Job DescriptionBenefits:
    • 401(k)
    • Company parties
    • Competitive salary
    • Free food & snacks
    • Health insurance
    • Home office stipend
    • Paid time off
    • Profit sharing
    • Training & development
    • Tuition assistance
    • Wellness resources

    Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans, and foreign nationals with integrity, objectivity, and perspective. We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firms success. We are seeking a Client Service Associate to help us deliver exceptional results and join our team.

    Position Summary


    Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions.

    Knowledge/Requirements

    Preferred 4-Year Bachelors Degree and 2-4 years of administrative experience
    Prior experience preferred working in a broker-dealer office or finance industry
    Microsoft Excel, Word, Outlook and PowerPoint proficiency to produce professional documents
    Upholds a polished, professional and welcoming nature with external and internal business contacts

    Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to complete assigned tasks on time
    Excellent verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner to managers, team members, and clients
    Effective problem-solving skills to resolve routine client questions
    Ability to handle moderate amount of incoming phone calls daily
    Ability to work independently and in teams to complete high-priority tasks in a timely manner

    FBI background check and credit check required
    Regular and timely attendance is required


    Job Duties and Responsibilities

    Runs daily reports to make sure advisor accounts are in good standing and takes action to work with Financial Advisors to bring accounts into good order when needed
    Coordinates and performs a wide range of staff and/or operational support activities
    Anticipates client needs, solves problems and follows through with exceptional service while communicating with clients and maintains service, turnaround times
    Responds to incoming emails and telephone calls in a professional manner to ensure that the clients request is met in a timely fashion
    Supports the front desk with various office tasks including answering phone calls, greeting clients, processing checks as needed
    Manages calendar and schedules meetings for clients, prospects and outside vendors
    Prepares and coordinates client forms and documents all relevant action items and tasks being tracked in CRM
    Interacts with the firms home office support to develop cooperative relationships and follows through on requests
    Opens new client profiles for prospective clients and add accounts to existing relationships for existing clients
    Close accounts for clients
    Attend regular meetings like Weekly Ops Meetings, Professional Development & Compliance
    Assist with travel arrangements for the advisor to see clients
    Executes project-related tasks to contribute to the firms development
    Supports team members with various duties and responsibilities as assigned
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