Financial Services Associate
7 days ago
Key Responsibilities:
- Manage client interactions, including phone calls and correspondence
- Prepare and process client documents and paperwork
- Resolve client issues and concerns in a timely and professional manner
- Update client records and maintain accurate documentation
- Schedule appointments for our advisors and manage their calendars
- Perform calculations and processing for Required Minimum Distributions
Requirements:
- Previous experience in the financial services industry is preferred
- Excellent communication and interpersonal skills
- Ability to prioritize tasks and manage multiple responsibilities
- Positive and professional attitude
- Strong analytical and problem-solving skills
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