Premier Wealth Client Advisor

PowerToFly; Alpharetta (GA); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Paid Time Off

401(k) plan

Disability insurance

Employee discounts

Job summary

A leading financial firm seeks a Platinum Relationship Manager in Alpharetta, Georgia. The role focuses on retaining and growing valuable client relationships, delivering exceptional service, and providing product education. Candidates should have experience in client service within financial services, along with Series 7 and 63 licenses. This position offers a competitive salary and comprehensive benefits package tailored to foster career growth and customer satisfaction.

Qualifications

• 1-2+ years of client service experience within financial services.
• Active Licenses: Series 7 and Series 63.
• Ability to manage high volumes of client interactions.

Responsibilities

• Deliver exceptional client service to E*TRADE clients.
• Support teammates and clients within the service culture framework.
• Identify opportunities to maximize Morgan Stanley's products.

Skills

Client service experience

Critical thinking

Organizational skills

Communication skills

Education

Bachelor’s degree

Job description

A leading financial firm seeks a Platinum Relationship Manager in Alpharetta, Georgia. The role focuses on retaining and growing valuable client relationships, delivering exceptional service, and providing product education. Candidates should have experience in client service within financial services, along with Series 7 and 63 licenses. This position offers a competitive salary and comprehensive benefits package tailored to foster career growth and customer satisfaction.