Financial Services Coordinator
4 days ago
TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is seeking an exceptional Financial Advisor Assistant to support their team in Charlottesville, VA.
Job Overview
The Client Services Associate plays a crucial role in providing top-notch client service and support to financial advisors and staff. As the first point of contact for clients, this individual must demonstrate a high level of professionalism and expertise.
Key Responsibilities
- Perform a wide range of administrative tasks, including answering phone calls, taking messages, scanning and faxing documents, ordering supplies, and processing correspondence.
- Onboard new clients and provide exceptional service to existing clients.
- Process and monitor all client money movement requests, including account openings, deposits, transfers, and wires.
- Support the coordination of client meetings, including scheduling, preparation, and follow-up actions.
- Coordinate client communications, marketing projects, and events, such as market letters and mass email campaigns.
- Track and monitor compliance-related issues and documentation.
- Perform notary public duties.
Requirements and Qualifications
- Strong verbal and written communication skills.
- Well-developed interpersonal skills.
- Ability to multitask and work in a fast-paced environment with attention to detail.
- Professional demeanor and appearance that inspires trust and confidence.
- Proficiency in MS Outlook, Word, Excel, and CRM programs.
- Prior experience in banking, finance, or securities/investment industry is desired.
Work Environment and Benefits
- Office hours: Monday to Friday, 9:00 am to 5:00 pm.
- Paid time off and holidays.
- 401(k) employer plan.
- Healthcare benefits.
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