- Provide excellent account management services to clients
- Schedule client meetings and coordination of conference rooms
- Master custodial software and platforms
- Assist with seminars through preparation of hand-out materials, attendee list and vendor relations
- Excellent communication skills
- Strong attention to detail
- Ability to work well in a team environment
- Experience in the financial industry is a plus
- Knowledge of Microsoft Office
Client Services Associate - Lewes, United States - Lokken Investment Group LLC
2 weeks ago
Description
Company Description
Lokken Investment Group, LLC is an independent, locally owned wealth management firm located in Lewes, Delaware. Our mission is to ensure that our clients enjoy retirement at the beach with peace of mind and financial confidence. As a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC), we prioritize our clients' financial security and specific goals.
Role Description
This is a full-time, on-site role as a Client Service Associate. This position provides support to Financial Advisors, is responsible for administrative duties, assists in all client operations including opening new accounts, movement of funds, and account maintenance. The Client Service Associate must be detail oriented, have the ability to prioritize various projects, have strong follow-through and take initiative on tasks.
Responsibilities
Experience
If you have the drive to learn, willingness to continually grow professionally, ability to learn new processes quickly and have a positive outlook; we invite you to apply. This position offers the opportunities for increased responsibilities and growth potential.