Financial Services Specialist
3 days ago
S.W. Coy Financial, Inc. is seeking a highly organized and motivated Financial Advisor Associate to join our team and contribute to our continued growth.
As a key member of our team, you will play a vital role in supporting new client onboarding, managing financial documentation, maintaining client relationships, and coordinating client reviews and follow-ups. You will also assist in preparing financial plans and are expected to have a strong understanding of the industry, our products, and our company.
Key Responsibilities:
* Handle day-to-day administrative functions, including managing calendars, emails, and calls for the CEO
* Process and track paperwork related to client investments, transfers, and other financial transactions
* Ensure compliance with regulatory requirements by maintaining accurate records
Administrative Support
You will provide top-notch administrative support to our team, ensuring that all tasks are completed efficiently and effectively. This includes managing calendars, emails, and calls for the CEO, as well as processing and tracking paperwork related to client investments, transfers, and other financial transactions.
Client Relationship Management
You will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and communicating clearly and effectively. This includes dialogue with clients to understand their personal history and current financial needs, as well as preparing account transactions, trades, deposits, withdrawals, RMDs, etc.
Financial Planning and Portfolio Management
You will assist in developing financial plans and portfolios under the supervision of the CEO, providing summary of client's personal info, financial position, and asset allocation, and rebalancing accounts and processing trade orders.
Education and Qualifications
We are looking for a highly skilled and experienced professional with a Bachelor's degree (or equivalent experience) in finance or related field, 2 or more years' experience in financial services, and strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and familiarity with financial software and CRM systems.
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Financial Services Associate
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Monroeville, Pennsylvania, United States S.W. Coy Financial, Inc. Full timeJob OverviewS.W. Coy Financial, Inc. is a dynamic company seeking a highly organized and motivated Financial Advisor Associate to join our team.This role plays a vital part in supporting new client onboarding, managing financial documentation, maintaining client relationships, and coordinating client reviews and follow-ups.
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