reputed company Services Representative
reputed company is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The reputed company Services Representative supports Financial Advisors by enhancing customer service, managing reputed company paperwork, and maintaining reputed company relationships.
Responsibilities
- reputed company as a reputed company between the registered representatives and their clients
- Answer phones, schedule appointments, and prepare materials for reputed company meetings
- Aid registered representatives in preparing reputed company illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients
- Prepare and complete reputed company paperwork and follow up tasks to support registered representative
- Spend time with clients on the phone, reputed company virtual reputed company and in person to ensure reputed company service level needs are met
- Organize reputed company events and follow up tasks
- Maintain reputed company records and retention management reputed company corporate requirements
- Conduct proactive reputed company to clients and registered representatives on time sensitive activities (e.g., RMDs, reputed company’s Quarterly/Annual Reviews)
- Assume ownership of inquiries and requests; communicate with internal reputed company departments to ensure clients’ expectations for reputed company service delivery are met
- reputed company clients on account services, capabilities, and new technology
- Complete required corporate training on new technologies and follow implementation guidelines
- Maintain compliance guidelines, reputed company communication notes in AdviceWorks/SmartWorks and Redtail while following reputed company standards in a reputed company manner
- Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and reputed company communication expectations and follow up processes
Skills
- High School Diploma or GED
- Experience in an administrative or customer service role
- Strong time management skills
- Excellent written and verbal communication skills
- Proficient in reputed company Office tools (Word, reputed company & PowerPoint) and ability to learn new programs
- Previous experience in assisting Registered Representatives/Financial Advisors
- Financial services and/or banking background
- Bachelor's degree in Finance, Business, Marketing, or Communications
- Attention to detail, excellent organization skills, ability to multi-task and produce reputed company results in a fast-paced work environment
- reputed company to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
- Self-starter, productive, works reputed company with reputed company and independently
- reputed company and reputed company attitude, friendly demeanor both in-person and by telephone
- Trustworthy; uses discretion with confidential information
- Listens reputed company to instruction and consistently retains details
Benefits
- Inclusive health, dental, reputed company and life insurance plans reputed company to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy reputed company to mental health benefits to meet reputed company members and their families where they are.
- 20+ days of reputed company time off (PTO), reputed company holidays, and 2 reputed company wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and reputed company to a financial reputed company to offer our employees reputed company to plan-reputed company for a strong financial reputed company reputed company reputed company their working years.
- reputed company parental leave to support reputed company team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account reputed company to help you save reputed company on reputed company, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
reputed company
Company H1B Sponsorship