$40,000 - $50,000 yearly
Solutions Wealth Management San Jose, CA, USA
Jan 22, 2020Full time
The Client Service Administrator Excellent dynamic position serving as administrative and operational support to a Financial Advisor. This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and higher level client engagement. Ideal candidate would have a college degree and experience working in professional environment. It is advisable to include one paragraph cover letter why you would like to work with us. Primary Duties and Responsibilities Administrative - answer the telephone, make out bound service calls to clients Process clients related requests and documentations: open new accounts, transfer funds, make appointments, maintain CRM and client files, take client through new client onboarding process Financial planning - create reports, data entry into Emoney financial planning system Marketing - Assist with development and implementation of marketing campaigns, maintain web design content and follow company marketing on demand initiatives Compliance – follow compliance requirements and maintain complaint office QuickBooks – enter and reconcile accounts Qualifications Knowledge, Skills and Abilities: AA degree or higher, College degree is preferred. Most importantly a “can-do” attitude and enthusiasm to assist on a wide range of projects Excellent command of English to be able to speak, read, and write fluently Excellent administrative, time management, and organizational skills Ability to multitask and stay focused Dedication to detail and accuracy, strong organizational skills Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for herself/himself “Client comes first” attitude and strong interpersonal skills Experience: Client service at a financial industry supporting financial advisor for at least 3 years, preferably familiar with LPL Financial platform. Proficiency in the use of computer programs: RedTail, a client relationship management (CRM) system “Emoney Advisor” financial planning software Microsoft Office Suite (Word, Outlook, Excel, PPT) QuickBooks When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.