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Client Services Assistant
2 weeks ago
This position supports Asset Strategies' Financial Advisors and their Associates. This person will work directly with both Advisors and other support staff associates taking care of client service tasks. This person helps ensure our clients receive top-notch customer service in a timely manner by assisting in a wide range of activities. This position provides potential to grow with the company. Following is a list of activities this position handles on a regular basis, but is not limited to:
- Prepare client meeting/review materials
- Coordinate rollover calls to move money over from a client's prior employer
- Assist in opening new client accounts
- Handle existing account maintenance which typically includes things such as, but not limited to:
- Link bank accounts to investment accounts
- Establish automatic investment plans/contributions
- Update account information such as beneficiary information
- Rebalance a client's investment portfolios (per the Advisor's instruction)
- Process distribution/contribution requests
- Take client phone calls
- Greet clients at front desk (on occasion)
- Travel to our Lincoln office (on occasion)
Qualifications
- 2 years (minimum) financial industry experience
- Extremely detailed oriented
- Excellent verbal and written communication
- Ability to multi-task - able to start, stop and go back to tasks
- Ability to prioritize
- Enjoys communication with clients (via the phone, email & face-to-face)
- Customer service oriented
- Proactive mindset
- Highly organized
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Omaha, United States Asset Strategies Full timeThis position supports Asset Strategies' Financial Advisors and their Associates. This person will work directly with both Advisors and other support staff associates taking care of client service tasks. This person helps ensure our clients receive top-notch customer service in a timely manner by assisting in a wide range of activities. This position...
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