Client Service Associate
3 weeks ago
You will serve as the first point of contact for our clients. By anticipating clients’ needs, problem solving, and communicating effectively, you will become an essential part of our team.
**Responsibilities**
- ENHANCE THE CLIENT EXPERIENCE
- Answer phones: ascertain purpose of call and assist where able
- Manage multiple calendars and schedule appointments for advisors
- Prepare, send, track, and submit forms
- Data Entry: gather investment data and assist in quarterly research book preparation
- Communication: effectively relay information to clients; communicate progress on outstanding items with appropriate advisor
- Assist in preparation and execution of client appreciation events
**Requirements**:
- Attention to Detail
- Strong Math Skills: gross/net calculations are a frequent occurrence for the position
- Ability to work independently: demonstrate initiative and ownership of position
- Organization/Prioritization: track ongoing tasks, adjust to incoming information and new requests
- Microsoft Office Proficiency: outlook, word, and particularly excel
**Excel**:
- Moderate knowledge of Excel: data entry, formulas, sorting/filtering
**Preferred Qualification**
- Series 7 licensed
**Benefits**:
- 9am-5pm
- No weekends
- hourly or salary
- Safe Harbor 401k
**About Our Company**:
Global Trends Wealth Management, LLC is an independent financial advising company, whose advisors are affiliated with Raymond James Financial Services, and has been independent for over 16 years. Unique to our business is our in-house portfolio construction. For our clients, we emphasize the larger financial picture and continuously work to be the first place they think to call with questions related to their current or future finances. This includes expanding our own expertise and developing professional relationships that can benefit our clients.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Global Trends Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Pay: $33,280.00 - $41,600.00 per year
**Benefits**:
- 401(k)
- 401(k) 4% Match
- Health insurance
- Paid time off
- Professional development assistance
Compensation package:
- Bonus opportunities
Schedule:
- 8 hour shift
Application Question(s):
- Are you able to work in-office Monday - Friday 9am to 5pm
Ability to Commute:
- Norton Shores, MI 49441 (required)
Work Location: In person
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