Associate Business Development Specialist
3 weeks ago
Duties and Responsibilities:
- Client Service: Provide top-notch service to clients, addressing their needs and concerns via phone, email, or other mediums.
- Account Management: Plan and arrange client meetings, document and execute money moves, and complete data entry for MoneyguidePro plans.
- Administrative Support: Maintain client files, utilize DocuSign and DocuPace for form signature and distribution, and provide administrative support to assigned Financial Professionals and Branch Managers as needed.
Key Performance Indicators (KPIs):
- Ability to integrate into Financial Professionals' business and build rapport with clients.
- Accomplishment of annual organizational, team, and personal goals as communicated by management.
- Revenue growth for Financial Professionals' business and overall firm growth.
Requirements:
- 3-7 years of relevant experience.
- Associate Degree in Business, Finance, or related field.
- Series 7 and 66 licensed.
- Proficiency in Microsoft Office Suite and Google Suite.
- Familiarity with Concur, RBC, AOS, RedOak, and RedTail.
Benefits:
- Salary commensurate with experience: $55,000 - $70,000.
- Additional compensation of up to $10,000 per year.
- Total Rewards Benefits Package, including medical, dental, vision, short-term disability, long-term disability, life insurance, and optional supplemental life insurance.
- 401k plans with yearly match.
- Flexible spending accounts.
- Critical illness and accident insurance plans.
- PTO: vacation, personal days, sick time, and volunteerism day.
Estimated Salary: $62,500 - $82,500 per annum.
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