Wealth Client Service Associate | Series 7 & 66 Licensed

Qualified Professional and Technical; Fenton (MI); Presencial; USD 50.000 - 100.000; Jornada completa

Descripción de la vacante

Qualified Professional and Technical is seeking a meticulous Financial Services Client Service Associate in the Greater Fenton Area. You will support Financial Advisors, handle client inquiries, and manage administrative tasks to ensure an exceptional client experience.

The role requires active Series 7 and 66 licenses and at least one year in financial services or related client service. You will open new accounts, process transactions, maintain records, and help coordinate meetings and

Formación

• Active Series 7 and Series 66 licenses required.
• 1+ years of experience in financial services or related client service environment preferred.
• Experience supporting Financial Advisors or investment professionals is highly desirable.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong organizational skills with attention to detail.
• Proficiency with Microsoft Office, including Excel.
• Experience in CRM systems preferred.

Responsabilidades

• Serve as the primary contact for prospective and existing clients via phone, email, virtual meetings, mail, and in person interactions.
• Schedule client meetings and manage advisor calendars.
• Support Financial Advisors with daily administrative and operational responsibilities.
• Process client account paperwork, financial transactions, expense reports, and account maintenance requests accurately and efficiently.
• Open new client accounts and research client and investment information using internal systems.
• Review all documentation for accuracy and compliance prior to submission and follow through until completed.
• Prepare client correspondence, reports, presentations, and other supporting documentation.
• Maintain accurate client records within the CRM system.
• Assist with seminars, client appreciation events, and marketing initiatives.
• Enter trade orders at the direction of Financial Advisors, when appropriate.
• Work collaboratively with internal team members to ensure a seamless client experience.
• Participate in ongoing training to remain current on industry regulations, firm policies, and best practices.

Conocimientos

Customer service

Relationship building

Communication

Organizational skills

Multitasking

Educación

High School Diploma or equivalent

Herramientas

Microsoft Office

Excel

CRM software

Descripción del empleo

Qualified Professional and Technical is seeking a meticulous Financial Services Client Service Associate in the Greater Fenton Area. You will support Financial Advisors, handle client inquiries, and manage administrative tasks to ensure an exceptional client experience.

The role requires active Series 7 and 66 licenses and at least one year in financial services or related client service. You will open new accounts, process transactions, maintain records, and help coordinate meetings and