Client Relations Associate

2 weeks ago

Pensacola, Florida, United States Prime Capital Financial Full time

We are in search of a dedicated Client Service Specialist to enhance our thriving wealth management practice. Our firm is committed to delivering exceptional service to our clients, advisors, and associates, and we are eager to welcome individuals who embody our core values of drive, enthusiasm, and professionalism.

Key Responsibilities:

The Client Service Specialist plays a crucial role in supporting our clients and ensuring the smooth operation of our market locations under the guidance of the Managing Director. This position requires independence in organizing and managing a variety of administrative and client support tasks. We seek associates who aspire to achieve excellence and provide the highest standard of service.

Our Commitment to Excellence:

Our overarching goal is to deliver service excellence. The Client Service Specialist must demonstrate:

  • Professional expertise and the ability to build and maintain positive relationships with advisors and clients.
  • Strong technological proficiency.
  • A willingness to learn about the financial services sector and the specific objectives of the role.
  • Exceptional written and verbal communication skills.
  • Adaptability to changes within the financial services landscape.
  • Meticulous attention to detail and accuracy in all tasks.
  • Outstanding organizational and time-management abilities, with a knack for multitasking and prioritizing effectively.
  • A collaborative spirit and a commitment to teamwork.
  • A high standard of professionalism, ethics, confidentiality, and integrity.
  • A proactive approach to responsibilities.

Essential Proficiencies:

The Client Service Specialist must exhibit proficiency in several key areas:

  • Understanding of financial industry terminology and account types.
  • Data entry and management using Salesforce.
  • Familiarity with DocuSign technologies.
  • Accurate data entry and account processing.
  • Knowledge of policies and procedures, including FINRA guidelines.
  • Proficiency in Google Suite and calendar management.
  • Client service and engagement strategies.

Qualifications:

Applicants should possess:

  • A high school diploma (required).
  • A bachelor's degree or equivalent experience in the financial services industry (preferred).
  • Series 65 certification (preferred).
  • Experience in the Financial Investment Advisory Services sector (preferred).
  • Skills in Google Suite, Salesforce, Microsoft Suite, and Adobe (required).
  • Successful completion of standard background screening (required).
  • Previous experience with Schwab, Orion, Salesforce, and DocuSign is advantageous.

Benefits:

We offer a comprehensive benefits package that includes:

  • Health, Dental, and Vision insurance.
  • Group Life & Disability coverage.
  • Health Savings Account (HSA).
  • 401(k) plan.
  • Access to Teladoc services.
  • Generous Paid Time Off (PTO).
  • 12 Paid Holidays.
  • Employee Assistance Program (EAP).

Compensation:

This is a full-time, non-exempt position. Salary will be commensurate with experience.

About Prime Capital Investment Advisors (PCIA):

PCIA is dedicated to a client-centric approach in full-service financial planning, offering fee-based asset management and wealth management services. We also provide retirement plan advisory services and participant education through our Qualified Plan Advisors brand. With numerous locations across the United States, our team is committed to serving clients nationwide. Advisory services are offered through Prime Capital Investment Advisors, LLC, a Registered Investment Adviser.

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