Account Management Associate
4 weeks ago
Job Summary
">Join our team as a Client Associate and play a critical role in delivering exceptional client service and support.
">About the Role
">This position offers a unique opportunity to work in a dynamic team environment, supporting clients and colleagues alike.
">Key Responsibilities
">- ">
- Provide top-notch client service, managing requests and account maintenance.">
- Review and maintain account documents, resolving complex issues and facilitating transactions.">
- Collaborate with colleagues to craft comprehensive financial plans for current and prospective clients.">
- Support the development and execution of client mailings, communications, and events.">
- Facilitate the transfer of client funds and securities, and process check requests.">
Qualifications and Requirements
">To succeed in this role, you should possess:
">- ">
- A strong passion for delivering exceptional client service.">
- FINRA licenses a plus.">
- 1-2 years of relevant financial industry experience.">
- High school diploma or equivalent required.">
- Proficiency in Microsoft Office suite.">
- Excellent communication and interpersonal skills.">
- Meticulous attention to detail and accuracy.">
- Proven ability to prioritize tasks and manage competing demands.">
Compensation and Benefits
">We offer a competitive salary range of $50,000-$60,000, along with a comprehensive benefits package that includes:
">- ">
- Competitive base salary.">
- Generous paid time off.">
- Ongoing professional development opportunities.">
- Discounted insurance options.">
- Opportunities for career advancement.">
- A supportive and collaborative work environment.">
Estimated Salary: $58,000
">Salary Range: $53,000 - $63,000
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