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    Client Service Manager - Orlando, United States - International Assets Advisory, LLC

    International Assets Advisory, LLC
    International Assets Advisory, LLC Orlando, United States

    2 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    Qualifications


    • Strong knowledge of Microsoft Office, Word, Excel, and Outlook


    • Must be able to communicate well over the phone and by email


    • Must be well organized and have the ability to prioritize tasks


    • Flexible to work beyond the regular work schedule when necessary


    • Series 7 & 63 required with the ability to obtain the 66

    Responsibilities


    • Assist a dedicated group of remote advisors with various client account questions


    • Answer questions and provide support to regarding the navigation of technology platforms


    • Accurately and efficiently set up New Accounts


    • Initiate and confirm completion of account transfers (ACATs)


    • Guide Advisors to the correct client documents need to complete specific tasks


    • Assist advisors with money movement request (Checks, Fed Wires, and ACH)


    • Update client account information in the database


    • Respond to emails and calls from field advisors and clients in a timely manner


    • Perform additional duties as assigned

    Preferred


    • Bachelor's degree in Finance/Accounting or 4 plus years of finance/brokerage experience


    • Familiar with a variety of Financial/Brokerage Industry concepts, practices, and procedures


    • Knowledge of Docupace, DocuSign, and Adobe a plus


    • Experience providing white glove service to advisors or high-valued clients

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