Financial Client Associate – Part-Time

• Serve as primary point of contact for clients and provide a high level of support
• Respond to client inquiries and ensure timely resolution
• Assist Financial Advisor(s) with opening new accounts and sending required account and transaction documents
• Research and resolve account problems and missing documents
• Identify errors and initiate corrective measures
• Follow up and relay correct information to clients
• Create, prepare and review daily client reports and presentations
• Maintain client notes and follow up on resulting action items using Salesforce, Orion and Microsoft Bookings
• Assist in financial planning by entering client data in Money Guide Pro
• Walk clients through account setup and review options in the client portal
• Scan and organize documents
• Schedule client meetings and calendar events
• Execute daily tasks and notifications
• Prepare correspondence and assist with mailing and client requests
• Act as liaison between the Branch and Home Office on technology needs, outside vendors, branch procedures and related projects
• Assist Financial Advisor(s) with prospecting new clients through mailings and seminars
• Follow firm policies, procedures and regulatory compliance guidelines
• Perform administrative duties for Financial Advisor(s) or branch manager
• Provide backup support to other branch support personnel
• Perform other related duties as assigned

• Bachelor’s Degree, and/or equivalent work experience
• Minimum 1+ year of work experience in client services, preferably within the financial industry
• Proficient experience with Microsoft Office Suite and ability to learn other software and technology
• Experience with Pershing/NetX
  360, Salesforce, Orion and Money Guide Pro  is a plus
• Professional presence with strong customer service and interpersonal skills experience
• Detail oriented with excellent organization skills and ability to manage a variety of tasks
• Ability to multi-task and work in a fast-paced, evolving environment
• Excellent time management skills
• Excellent oral and written communication across in-person, phone and virtual channels
• Ability to seek new ways to improve processes and suggest new ideas and approaches
• Ability to exercise discretion in handling confidential information
• Ability to work in a stationary position for several hours at a time
• Ability to lift up to 25 pounds occasionally
• Some filing is required

Demonstrates strong client service capabilities, with proficiency in managing client inquiries, account setup, and financial planning processes. Skilled in utilizing Salesforce, Orion, and Money Guide Pro  to enhance client interactions and support financial advisors effectively.

• Client Services Experience
• Proficient in Microsoft Office Suite
• Experience with Salesforce
• Detail Oriented
• Excellent Communication Skills

• Client Account Management
• Financial Planning Assistance
• Document Organization
• Data Entry in Money Guide Pro
• Error Identification and Resolution

• Strong Customer Service Skills
• Excellent Time Management
• Interpersonal Skills
• Ability to Multi-task
• Detail Orientation

• Bachelor’s Degree

• Financial Industry
• Regulatory Compliance
• Client Support
• Administrative Duties
• Branch Procedures

• Salesforce
• Orion
• Money Guide Pro
• Microsoft Bookings
• Pershing/NetX
  360