Service Assistant

Director, National Recruiting at Lincoln Investment

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
• 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 scheduling software
• 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 as assigned

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

• Associate

• Full-time

• Administrative, Customer Service, and Finance