Client Services Specialist — Wealth Management Support

Kintra Wealth; Greenville (RI); Vor Ort; USD 42.000 - 65.000; Vollzeit

Benefits dieser Stelle

Healthcare & Dental Plan

401k Match & Profit-Sharing Plan

Outings & Events

Education Assistance Programs

Zusammenfassung

Loring Advisory Group, a founding partner of Kintra Wealth in Greenville, RI, is seeking a friendly and empathetic team member for a client and administrative support role. The ideal candidate will possess exemplary interpersonal and organizational skills and demonstrate genuine care for others in a dynamic wealth management setting.

You will provide client and administrative support to multiple financial advisors, including establishing new accounts, asset transfers, money movements, and other

Qualifikationen

• Exemplary interpersonal and organizational skills.
• No experience or licensing required.
• Ability to work independently and in a team.
• Detail oriented and thorough in written and verbal communication.

Aufgaben

• Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.
• Assist firm advisors in preparing for client meetings, provide sales support, and provide timely and thorough feedback related to client requests.
• Handle phone calls from clients, when appropriate; transfer calls to advisors, when required.
• Develop and maintain operational processes for our growing organization.

Kenntnisse

Interpersonal skills

Organizational skills

Ausbildung

No degree required

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Jobbeschreibung

Loring Advisory Group, a founding partner of Kintra Wealth in Greenville, RI, is seeking a friendly and empathetic team member for a client and administrative support role. The ideal candidate will possess exemplary interpersonal and organizational skills and demonstrate genuine care for others in a dynamic wealth management setting.

You will provide client and administrative support to multiple financial advisors, including establishing new accounts, asset transfers, money movements, and other