Investment Services Client Representative

4 weeks ago

Deerfield, United States Kestra Financial Full time
Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits.

Primary Duties Include:

  • Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines.
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Build relationships with the personal wealth and retirement plan clients by acting as the main contact for phone and written correspondence
  • Develop new client relationships and add new clients primarily from referrals of existing clients as well as by developing their own referral sources
  • Assist in client or 401k meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Successfully partner with our back office for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Deposit checks received and maintain check blotter in adherence to compliance guidelines
  • Maintain client information in the CRM database
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs

Requirements

  • Bachelor's degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
  • Previous experience in financial services a plus
  • Advanced computer skills (Outlook, Word, Excel and Power Point)
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control
  • Smartoffice CRM knowledge a plus
  • Series 6 and 63 or 7 and 65/66, or ability to obtain within a certain time period

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