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Financial Services Associate
2 weeks ago
The Investment Associate plays a vital role in providing advisors with access to an investment partner who possesses specialized expertise in onboarding new clients and acquiring additional assets for existing clients. This process involves completing all tasks related to opening, funding, and investing accounts on various platforms, including Brokerage, Advisory, and Variable annuity.
To excel in this position, the associate must possess strong communication skills (both written and oral) to maintain and strengthen the client relationship. This includes following up with clients to ensure a seamless onboarding process, coordinating with contra firms to obtain necessary information, and keeping advisors informed about case updates.
In addition to these responsibilities, the associate is expected to prioritize workflow daily and weekly, maintaining clear and up-to-date records of request and case details. They will also be responsible for preparing paperwork, working with clients to obtain missing items or documents, and submitting accounts for approval and compliance review.
Key Responsibilities:
- Maintain accurate records and documentation
- Ensure timely completion of work orders and proposals
- Coordinate with clients and contra firms as needed
- Prioritize workflow and adapt to changing demands