Investments Relationship Specialist

Description

The Investments Relationship Specialist provides administrative, sales, and marketing support to F&M Financial Services Advisors.

Investments Relationship Specialist I / II:

• Onboards new account clients into appropriate systems including creating client profile in Customer Relationship Manager (CRM) system following proper procedures.
• Follows up with clients on transfers, rollovers, checks, and delivery requirements.
• Schedules and organizes appointments for clients and prospective clients with Advisors.
• Assists Advisors in searching for relationship opportunities internally and externally.
• Meets with clients to accept unsolicited trades or instructions in the absence of Advisors ( move to below) .
• Creates and maintains marketing materials in conjunction with F & M Bank marketing department. Provides marketing/promotional materials to branches ensuring stock is current.
• Coordinate seminars, events, and other client appreciation events.
• Prepares for and coordinates department and other meetings. Prepares meeting agendas and other information needed as well as takes meetings’ minutes.
• Tracks referrals from Bank employees and provides report to Human Resources for referral bonuses.
• Performs other related administrative, operational, and clerical duties as required.

The Investments Relationship Specialist provides administrative, sales, and marketing support to F&M Financial Services Advisors.

Investments Relationship Specialist I / II:

• Onboards new account clients into appropriate systems including creating client profile in Customer Relationship Manager (CRM) system following proper procedures.
• Follows up with clients on transfers, rollovers, checks, and delivery requirements.
• Schedules and organizes appointments for clients and prospective clients with Advisors.
• Assists Advisors in searching for relationship opportunities internally and externally.
• Meets with clients to accept unsolicited trades or instructions in the absence of Advisors ( move to below) .
• Creates and maintains marketing materials in conjunction with F & M Bank marketing department. Provides marketing/promotional materials to branches ensuring stock is current.
• Coordinate seminars, events, and other client appreciation events.
• Prepares for and coordinates department and other meetings. Prepares meeting agendas and other information needed as well as takes meetings’ minutes.
• Tracks referrals from Bank employees and provides report to Human Resources for referral bonuses.
• Performs other related administrative, operational, and clerical duties as required.
• Maintains regular, reliable attendance.

• Assists in providing investment guidance to customers that may require transactions to be processed.
• Prepares financial plans and executes trades as needed to help clients achieve their goals.
• Meets with clients to accept unsolicited trades or instructions in the absence of Advisors.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Excellent organizational skills.
• Possess effective interpersonal skills to relate to all audiences.
• Excellent pc skills to include MS Office products and ability to learn and utilize other job-specific software.
• Strong written and verbal communication skills.
• Respond to and deal effectively with all types of customers.
• Add, subtract, multiply, divide in all units of measure using whole numbers, common fractions, and…