Financial Support Associate
6 days ago
About the Role:
We are seeking a skilled Client Service Associate to join our team at Simplex. In this role, you will work closely with our financial advisors to provide exceptional client support and help drive business growth. This is a hybrid position, requiring 3 days in the office and 2 days working from home, with an initial 90-day training period. As a key member of our team, you will have the opportunity to develop your skills and expertise in client service and financial support.
Responsibilities:
- Provide administrative support to multiple financial advisors, including establishing new accounts, asset transfers, and money movements.- Manage a high volume of emails, calls, and/or tasks with a positive attitude.- Monitor daily transaction activity, including deposits, withdrawals, and receipt of securities.- Establish client profiles and open new accounts.- Collaborate with financial advisors to offer an exceptional client experience.- Generate tax reports and collaborate with outside professionals as needed.
Requirements:
- 1-2 years experience in a client service support role.- Exposure to Financial Services.- Strong analytical and problem-solving skills.- Ability to maintain confidentiality and handle sensitive information.- Proficiency in Microsoft Office and CRM software.- Bachelor's degree required.
Benefits:
- Competitive salary range: $65,000 - $85,000 per year based on location.- Opportunities for career growth and professional development.- Collaborative and dynamic work environment.
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