Hybrid Advisor Services Associate: Client & Account Ops

The Pacific Financial Group; Nashville (TN); Hybrid; USD 55.000 - 60.000; Vollzeit

Zusammenfassung

The Pacific Financial Group, based in Nashville, TN, seeks an Advisor Services Associate to provide operational and client support for the Advisor Services Team. You will set up accounts, process transactions, and coordinate with custodians while maintaining strong client communication.

Role requires 1–2 years in financial services or office settings, and a 4-day on-site commitment with Fridays optional remote work. Bachelor’s degree preferred; strong CRM and MS Office skills are essential.

Qualifikationen

• 1-2 years of experience in financial services or professional office environment.
• 4 days on-site requirement.
• Ability to communicate professionally and confidentially with clients.
• Ability to interpret documents, understand procedures, and prepare clear correspondence.
• Ability to manage time-sensitive situations.
• Excellent problem-solving skills.
• Detail-oriented with strong organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong computer skills with emphasis on Word and Excel.
• Familiarity with portfolio accounting systems and CRM software.
• Bachelor’s degree preferred; comparable work experience may be considered.

Aufgaben

• Setting up new account records in Salesforce CRM and portfolio accounting systems.
• Assisting IARs and their clients with transactions, service requests, electronic client onboarding and paperwork, and reporting.
• Submitting required documentation to custodians through electronic portals, email, fax, and mail.
• Coordinating with financial custodians regarding account processing, asset transfers, reconciliations, troubleshooting, and other account-related matters.
• Interacting daily with internal employees via phone, Microsoft Teams, and email.
• Communicating daily with IARs through both inbound and outbound phone calls and email correspondence.
• Preparing, reviewing, and processing various account-related forms and account maintenance documentation.
• Building and maintaining strong professional relationships while providing ongoing support.
• Servicing accounts and conducting timely follow-up on outstanding requests and account related matters.
• Updating the CRM in a timely manner with all account-related communications, including creating case notes, attaching relevant emails, and documenting phone conversations.
• Corresponding regularly with internal and external Sales Teams through the direct operations reporting structure to support company goals.
• Entering data and managing the scanning and faxing of documents.
• Creating and distributing reports as needed.

Kenntnisse

Professional communication

Attention to detail

Time management

Microsoft Word & Excel

Multitasking

Client confidentiality

Problem solving

Ausbildung

Bachelor’s degree

Tools

CRM software

Portfolio accounting systems

Jobbeschreibung

The Pacific Financial Group, based in Nashville, TN, seeks an Advisor Services Associate to provide operational and client support for the Advisor Services Team. You will set up accounts, process transactions, and coordinate with custodians while maintaining strong client communication.

Role requires 1–2 years in financial services or office settings, and a 4-day on-site commitment with Fridays optional remote work. Bachelor’s degree preferred; strong CRM and MS Office skills are essential.