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Financial Services Associate

2 months ago

West Chester, Pennsylvania, United States Atria Wealth Solutions Full time
Job Overview

The Financial Services Associate position at Atria Wealth Solutions offers a unique opportunity to play a key role in the success of the organization.

Key Responsibilities
  • Build and nurture strong client relationships through exceptional member service and financial expertise
  • Process new account applications and financial requests with accuracy and efficiency, ensuring seamless customer experiences
  • Collaborate effectively with team members and clients to enhance business growth and drive revenue
  • Utilize technology for time management and productivity campaigns, staying up-to-date with industry trends and best practices
  • Handle client meeting appointments and maintain records efficiently, ensuring compliance with regulatory requirements
  • Comply with operational and compliance procedures, maintaining the highest standards of professionalism and integrity
Qualifications and Skills
  • Bachelor's Degree in a related field, such as finance or business
  • 5 years of customer service and financial industry experience, with a proven track record of success
  • Series 6 and 63 licenses or ability to obtain within first 6 months, demonstrating a strong foundation in financial services
  • Proficient in Microsoft Office, with advanced skills in Excel and other financial software
  • Strong communication and organizational skills, with the ability to work effectively in a fast-paced environment
Additional Requirements
  • Ability to prioritize tasks and manage multiple projects simultaneously, ensuring timely completion and high-quality results
  • Dependable and committed to excellence, with a strong work ethic and a passion for delivering exceptional results
  • Self-motivated and results-driven, with a strong desire to learn and grow in a dynamic and challenging environment
  • Interest in providing exceptional member service and building long-term relationships with clients
  • Capable of building and maintaining client relationships, with a strong understanding of financial services and industry trends
Work Environment

A moderate noise level with varying work demands, requiring flexibility and adaptability

Physical Demands

Typing, computer usage, and occasional lifting required, with a focus on maintaining a safe and healthy work environment

EEO Statement

Atria Wealth Solutions is an equal opportunity employer, committed to a diverse and inclusive workplace

About Atria Wealth Solutions

Representatives are employed by Atria and registered through CUSO Financial Services, LP, providing investment services to clients and driving business growth