Advisor Service Representative – Position Summary
Job Description - 100% in office with flexibility
Will answer phones- on average- 1-2 calls/day
We are looking for a Advisor Service Representative to support the client base of investment advisors. The Advisor Service Representative will report to the Chief Operations Officer and be responsible for interfacing on a daily basis with the firms investment advisory clients and their needs.
Responsibilities
• Provide client and administrative support to the company’s investment advisory client base, including the establishment of new accounts, asset transfers, money movements as well as other client directives
• Support relationships with broker-dealers
• CRM and database management
• Office administration
Desired Qualifications
• 3+ years in a client service support role. Undergraduate degree required
• Brokerage and investment advisory firm experience preferred
• Experience maintaining and protecting sensitive and confidential information
• Strong verbal and written communication skills; self-directed, highly organized individual with demonstrated ability to work in a fast-paced, flexible environment
• Advanced knowledge of Microsoft Office products
Benefits
• Medical, dental and vision healthcare coverage
• Retirement plan with 3% company match
• Short-term and long-term disability
• Paid time off of 15 days per year
100% IN OFFICE! MUST HAVE FINANCIAL SERVICES BACKGROUND! LOCAL CANDIDATES ONLY!
