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Client Services Lead

4 months ago

Tigard, United States Cetera Financial Group Full time

This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appoints, and communicate with clients and financial companies.

The successful candidate is a fully registered sales assistant holding at least one or a combination of the following licenses: Life, Accident & Health Insurance License, FINRA Series 7 & 66 (or 63/65 combo) with 3 or more years in the investment industry. This role can also be the third step of the career pathing program toward future opportunities, including but not limited to the Associate Financial Professional and Registered Representative roles.

What You Will Do:

* Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
* Answer phones, schedule appointments, and prepare materials for client meetings.
* Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
* Prepare and complete client paperwork and follow up tasks to support registered representative.
* Aid registered representatives in entering trades instructed by a client or a registered representative on behalf of a client, but at no time suggest sales or purchase strategies nor recommendations to a client or prospect and never act as the registered representative on any client account.
* Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.
* Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs.
* Organize Client events and follow up tasks.
* Maintain an organized filing system following compliance guidelines.
* Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).
* Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
* Educate clients on account services, capabilities, and new technology.
* Complete required corporate training on new technologies and follow implementation guidelines.
* Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
* Work with Advisor through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing and client communication expectations and follow up processes.
* May assist in onboarding and training of new team members.

What you will have:

* At least one or a combination of the following: Life, Accident & Health Insurance License, Series 7 & 66 (or 63/65 combo)
* 3+ years of experience in the Financial Services/Investments industry
* High School Diploma or GED
* Experience in an administrative or customer service role
* Strong time management skills
* Excellent written and verbal communication skills
* Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs

What is nice to have:

* Previous experience in assisting Registered Representatives/Financial Advisors
* Financial services and/or banking background
* Bachelor's degree in Finance, Business, Marketing, or Communications
* Attention to detail, excellent organization skills, ability to multi-task and produce accurate results in a fast-paced work environment
* Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
* Self-starter, productive, works well with a team and independently
* Professional and positive attitude, friendly demeanor both in-person and by telephone
* Trustworthy; uses discretion with confidential information
* Listens well to instruction and consistently retains details

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