Client Service Associate
3 weeks ago
Firm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of combined experience supporting our community. We are currently a father/son advisory team and need to hire a person to support us, our clients, and our business. With the size of our team, we need an individual who will always look for ways to help. One unique benefit of working with us is this will be a 4-day work week indefinitely, with every Friday off Role SummaryThe Client Service Associate in our firm has an incredibly important role. Most importantly, you will have frequent client contact, by telephone, in-person, through written correspondence and by email. You will also be work closely with and manage external partners, making you a key contributor to our client experience. You will handle most routine matters involving account opening, administration and maintenance. We hope to find someone that can also support the financial planning process within the firm, or who wants to learn. Additionally, this person will handle some office management functions. After the training and adaptation period, this role will hold a lot of responsibility and autonomy. We want to empower you to take care of as much as possible so the advisors can focus on business growth and client relationships. You are the type of person that owns your job and isn't afraid to take care of business. If you don't know how to do it, you dig in, ask questions, leverage your resources and figure it out. You recognize that the single most important part of our business is our clients, and you do everything you can to help them.Essential ResponsibilitiesAnswer, screen, and route phone calls, assisting client directly or taking messages as appropriateProcess various client service items, including withdrawals, beneficiary changes, etc.Place necessary, advisor-directed trades in client accountsCoordinate with team to complete and process new accountsPrepare and distribute marketing materialsOrganize, coordinate, and maintain all client paperworkProcess Securities and Checks received in the officeOrganize time: schedule appointments, maintain calendar, and coordinate scheduling with other Staff and individuals outside the firm, as neededResearch and prepare information needed for client meetings; documents, notes, reports, and presentation materials as requestedFollow up with clients verbally and in writing to obtain required informationManage practice reporting tool to assure data reflected is complete and accurateMaintain client records in database, including documentation of phone calls and conversationsCompose and type general correspondenceCommunicate confidential client information professionally and discreetlyDeliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as neededCommunicate with the broker/dealer, advisory firm and product contactsMaintain broker records, logs, and blotters; assist in various other compliance functionsUtilize internet-based technology to process and follow-up on businessPerform various miscellaneous tasks as assignedSkills & RequirementsBachelor's Degree preferred; will consider High School Diploma with more than 2 years' experience 2+ years' experience supporting one or more financial advisors requiredSeries 7 preferredHighly organized, with an absolute attention to detailExcellent follow-through and communication regarding status of open itemsClient-first attitude: ability to interact with clients professionally and respond to clients in a timely mannerEditing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondenceStrong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptionsExcellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issuesIntermediate or higher computer skills and experience in using Microsoft Office suite, email, internet, databases, and other standard office desktop applicationsAbility to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutionsMust be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor. Final job offer is dependent on successful completion and approval by the broker/dealer firm.Additional Information4-day work week, Monday-Thursday, preferred schedule of 9am-5pm15 days Paid Time OffBonus - discretionary, performance-based bonus opportunityProfessional Growth - securities licensing, conference participation, educational meetings, and more
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Client Service Associate
2 months ago
Raleigh, United States Kestra Financial Independent Advisor Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
2 weeks ago
Raleigh, United States Kestra Financial Independent Advisor Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
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Raleigh, United States CareerBuilder Full timeWho We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...
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Client Service Associate
2 weeks ago
Raleigh, United States Kestra Financial Independent Advisor Full timeWho We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...
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Raleigh, United States Kestra Financial Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
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Raleigh, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...
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Client Service Associate
2 months ago
Raleigh, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...
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Raleigh, United States Kestra Financial Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
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Raleigh, United States Kestra Financial Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
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Raleigh, United States Kestra Financial Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
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Raleigh, United States Kestra Financial Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Raleigh, United States Kestra Financial Independent Advisor Full timeWho We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...
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