Client Service Specialist

4 weeks ago

Cary, United States Vaco Full time

About the Opportunity:
  • Financial planning & wealth management firm
  • On-site work schedule in Cary, NC
  • Great opportunity to gain a lot of exposure and wear many hats - work closely with firms clients and advisors
  • The company will pay for you to get Series 7 and Series 66 licenses
  • Full benefits package - health, dental, 401k match
  • Generous base + bonus potential
  • Tight-knit team, great culture and working environment
  • Get your own office
  • Candidates must be willing to commute or relocate to Cary, NC

Responsibilities:
  • Manage incoming client phone calls, greet clients for in-office visits.
  • Proactively communicate with clients on a regular basis through a range of communications vehicles, process client requests and answer basic client inquiries in a timely manner.
  • Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials by preparing balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services.
  • Schedule client and team meetings as required.
  • Attend individual client meetings and record minutes and follow up items.
  • Discuss and organize follow-up steps with the advisors after client meetings.
  • Coordinate account transfers and obtain cost basis information for incoming assets.
  • Verify cash balances for systematic withdrawal programs and generate and review monthly available cash report.
  • Ensure timely preparation of signature-ready paperwork for client meetings and timely processing of all money movement requests.
  • Process all deposits of checks into client accounts and for Financial Plans.
  • Serve as office expert, manager, and coordinator of account paperwork and other administrative records with Cetera.
  • Maintain the client referral program by coordinating next steps and providing required advisor/principal support.
  • Manage all details of clients, prospects and vendors in CRM and populate and maintain accurate client data in CRM database, employer retirement plan and Financial Plan fee billing and reporting systems.
  • Create and maintain a client and prospect communication platform using CRM, (RedTail) and Advice Works, and Marketing Central.
  • Assist in managing advisors' social media accounts.
  • Ensure that regulatory rules are being followed.
  • Order and maintain all office supplies, equipment, and maintain office meeting rooms in good order.
  • Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation.
  • Foster an environment of open, honest and timely communications.

Qualifications:
  • Bachelor's degree in Accounting, Business or Finance
  • 1+ years of experience preferably in financial services
  • Personable, approachable with a positive attitude.
  • Organized, meticulous, detail-oriented and able to multitask, self-starter.
  • Able to work independently with good problem-solving, mathematical and time-management skills.
  • Proficient in Microsoft Office applications and familiarity with eMoney, FMG, Redtail CRM, Morningstar and DocuSign a plus.
  • Candidate must be willing to commute to Cary, NC

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