A successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant. A local candidate is preferred; however, exceptional remote candidates (CST, MST or EST only) would be strongly considered.

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter.

Skills Required:

Ability to develop strong client relationships
Excellent oral and written communication skills
Ability to work independently
Problem solver and critical thinker
Ability to anticipate client and advisor needs
Capable of working under deadlines
Ability to do research to answer questions independently
Detail-oriented
Excellent time management
Proficiency in Word and Excel required

Knowledge/Experience:

Series 6/7 FINRA registrations preferred
Customer service experience required
Pershing trading platform and eMoney financial planning software experience preferred
Organizational and time management skills (i.e., ability to manage multiple priorities)
Preferably securities registration with at least 2 years of previous experience in a sales support and service role or the equivalent combination of education and experience for the right candidate

Responsibilities:

Responsible for client contact which includes communication by phone and email
Clients servicing to include general account inquiries, account changes, distributions, allocation changes, beneficiary changes, account updates, etc.
Investment Research and Trading
Client appointment preparation (running performance reports)
Assistance with scheduling client appointments via our schedulingsoftware
Monitor incoming and outgoing mail
Document client interactions via our Client Relationship Management (CRM) system (Redtail and potentially Salesforce)
Prepare and submit client paperwork and financial transactions
Prepare and process paperwork for new & existing business on the Pershing platform for investments, and direct with other investment and insurance companies
Respond to and correct paperwork not in good order
Other projects and tasks asassigned

Software Used: eMoney, Redtail (CRM) and potentially Salesforce, MS Outlook, Excel, and Word, Morningstar

AnchorPoint Financial

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Service Assistant