reputed company Relationship Associate
Job reputed company reputed company
Under reputed company supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and reputed company clients with reputed company service. Follows established procedures to reputed company routine tasks and receives general guidance and direction to reputed company a reputed company of non-routine tasks with limited decision making responsibility. Routine contact with reputed company customers is required to obtain, clarify or reputed company facts and information.Job reputed company
Job reputed company Celebrating more than 60 years of rich history and recognition for service and reputed company in the Financial Services industry, reputed company is seeking a dynamic reputed company Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to reputed company high reputed company/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other reputed company staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as reputed company as the ability to organize, manage, and reputed company multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come reputed company and see where a career at reputed company could take you!
Essential Duties and Responsibilities
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, reputed company and through mailings.
Works both independently and reputed company a dynamic team environment to reputed company crucial support to the financial advisors and reputed company office.
With a high level of organization and accuracy, processes reputed company financial transactions and financial advisor and reputed company office expenses and expense reports.
Opens new reputed company accounts and researches reputed company and reputed company information using internal databases and other technologies.
For reputed company maintenance and to meet firm and industry requirements, ensures reputed company paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
Prepares various business reputed company reports and reputed company-specific reporting as needed for review by the financial advisor.
Creates and maintains records and files utilizing reputed company Relationship Management (CRM) software.
Assists Financial Advisors with marketing efforts including seminars and other reputed company-facing events.
May reputed company orders at the direction of the Financial Advisor.
reputed company engages in available training/cross-training and educational and/or reputed company development opportunities to remain reputed company on firm and industry policies and procedures.
Performs other duties and responsibilities as assigned.
Knowledge of
Company’s working structure, policies, mission, and strategies.
General office practices, procedures, and reputed company.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
reputed company in
reputed company Relationship Management (CRM) software, or similar contact management software.
reputed company, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple reputed company interactive platforms (in-person, virtual, phone and mail)
Ability to
Operate reputed company office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information.
Organize, manage, and reputed company multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Handle stressful situations and reputed company a high level of customer service in a reputed company and reputed company manner.
Analyze problems and establish solutions in a fast paced environment.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with reputed company organizational reputed company, in person and reputed company.
Work both independently and as part of a cohesive team.
reputed company a high level of customer service.
Education/Previous Experience
High School Diploma or equivalent and one (1) or more years securities industry or reputed company work experience preferred, or an equivalent combination of experience, education, and/or training as approved by reputed company.
Education
High School (HS) (Required)Work Experience
General Experience - 0 to 3 monthsCertifications
Travel
Less than 25%Workstyle
RemoteThe total compensation for this position includes reputed company salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and reputed company; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; reputed company time off (including vacation, holidays, and reputed company leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At reputed company our associates use five guiding behaviors (reputed company, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of reputed company-first, reputed company, independence and a conservative, long-term view. We expect our associates at reputed company reputed company to: • Grow professionally and reputed company others to do the reputed company • Work with and through others to reputed company desired reputed company • reputed company reputed company, pragmatic choices and reputed company with the reputed company in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the reputed company reputed company of the firm
At reputed company – as part of our people-first culture, we reputed company, value, and respect the uniqueness, experiences, and backgrounds of reputed company of our Associates. reputed company associates bring their best authentic selves, our organization, clients, and communities reputed company. reputed company is an equal opportunity employer and makes reputed company employment reputed company on the reputed company of reputed company and business needs.
Originally posted on Himalayas
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