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Service Assistant

3 months ago

Fayetteville, United States AnchorPoint Financial Full time

A successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant.


This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner.


Candidate must be extremely organized, detail-oriented and a self-starter.


Skills Required:


  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently
  • Problem solver and critical thinker
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions independently
  • Detail-oriented
  • Excellent time management
  • Proficiency in Word and Excel required



Knowledge/Experience:


  • Series 6/7 FINRA registrations preferred
  • Customer service experience required
  • Pershing trading platform and eMoney financial planning software experience preferred
  • Organizational and time management skills (i.e., ability to manage multiple priorities)
  • Preferably securities registration with at least 2 years of previous experience in a sales support and service role or the equivalent combination of education and experience for the right candidate


Responsibilities:


  • Responsible for client contact which includes communication by phone and email
  • Clients servicing to include general account inquiries, account changes, distributions, allocation changes, beneficiary changes, account updates, etc.
  • Investment Research and Trading
  • Client appointment preparation (running performance reports)
  • Assistance with scheduling client appointments via our schedulingsoftware
  • Monitor incoming and outgoing mail
  • Document client interactions via our Client Relationship Management (CRM) system (Redtail and potentially Salesforce)
  • Prepare and submit client paperwork and financial transactions
  • Prepare and process paperwork for new & existing business on the Pershing platform for investments, and direct with other investment and insurance companies
  • Respond to and correct paperwork not in good order
  • Other projects and tasks as assigned


Software Used: eMoney, Redtail (CRM) and potentially Salesforce, MS Outlook, Excel, and Word, Morningstar