Portfolio Support Specialist

7 days ago


Berwyn, Pennsylvania, United States Sequoia Financial Group Full time
Key Responsibilities
  • Daily processing of client and advisor requests, including new accounts, transfers, and meeting scheduling
  • Proactive support for advisors, anticipating client needs and enabling them to maximize their time
  • Providing excellent client service through timely, accurate, and clear communication
  • Demonstrating professional communication skills, responding to clients, advisors, and team members via phone, email, and written communications
  • Utilizing problem-solving skills to create solutions for clients and advisors
  • Coordinating with custodians and internal team members to execute operational items in a timely manner
Requirements

To succeed in this role, you should have:

  • Minimum 2-3 years of experience in a client service role within the financial services industry
  • Minimum 2-3 years of demonstrated project management skills
  • Ability to learn and become proficient in a process-driven fast-paced work environment
  • Excellent oral and written communication with a professional demeanor
  • Robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
Estimated Salary: $60,000 - $80,000 per yearCompetencies

As a successful candidate, you will possess:

  • Exceptional attention to detail and organizational skills
  • Ability to handle multiple priorities and requests from advisors and clients
  • Persistence in follow-up to accomplish objectives
  • Interact with co-workers and clients with a resilient, positive attitude, reaching out to others if help is needed
  • Conduct oneself with great emotional intelligence


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