NewEdge Advisors
Client Service Associate (TN, Knoxville)
NewEdge Advisors, Knoxville, Tennessee, United States, 37955
Client Service Associate (TN, Knoxville)
Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. This individual will also perform administrative and operational duties to support our collaborative team in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.) and be the driver of firm initiatives.
Duties/Responsibilities:
Relationship Management
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online
Collect appropriate documentation to set up new (domestic and international) accounts and services
Leverage various communication channels to keep in touch with clients
Process account service requests and ensure appropriate documentation
Gather financial profile data to support wealth strategy discussions
Use eMoney and other software to produce solution options
Investment Solutions
Input orders within appropriate system and complete associated paperwork, if registered
As a registered representative, discern appropriate trade activity to compliment the portfolio strategy, and to raise funds for cashiering activities
Review daily branch reports and alerts and process accordingly
Assist in the preparation of marketing and review reports
Practice Management
Maintain contact management systems with up-to-date key client information
Provide team with up-to-date calendar including daily, weekly, and monthly activities
Understand risk awareness and regulatory knowledge
Talent Management
Proactively develop self to continuously improve knowledge, skills and credentials
Assist with on-boarding new members to the firm
Skills & Qualifications:
2-5 years of client service experience
Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
Excellent skills in Microsoft Office Suite (Excel, PowerPoint, Outlook)
Knowledge of financial services products, including, but not limited to equities, bonds, options, managed accounts and alternatives
Excellent written and verbal communication skills
Highly organized with great attention to detail
Excellent interpersonal skills, including being polished, amiable, courteous, professional, and patient
Ability to work in a fast-paced environment
Possesses exceptional multi-tasking skills and strong time-management
Goal oriented, self-motivated and results driven
Applications will be accepted on an ongoing basis.
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Duties/Responsibilities:
Relationship Management
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online
Collect appropriate documentation to set up new (domestic and international) accounts and services
Leverage various communication channels to keep in touch with clients
Process account service requests and ensure appropriate documentation
Gather financial profile data to support wealth strategy discussions
Use eMoney and other software to produce solution options
Investment Solutions
Input orders within appropriate system and complete associated paperwork, if registered
As a registered representative, discern appropriate trade activity to compliment the portfolio strategy, and to raise funds for cashiering activities
Review daily branch reports and alerts and process accordingly
Assist in the preparation of marketing and review reports
Practice Management
Maintain contact management systems with up-to-date key client information
Provide team with up-to-date calendar including daily, weekly, and monthly activities
Understand risk awareness and regulatory knowledge
Talent Management
Proactively develop self to continuously improve knowledge, skills and credentials
Assist with on-boarding new members to the firm
Skills & Qualifications:
2-5 years of client service experience
Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
Excellent skills in Microsoft Office Suite (Excel, PowerPoint, Outlook)
Knowledge of financial services products, including, but not limited to equities, bonds, options, managed accounts and alternatives
Excellent written and verbal communication skills
Highly organized with great attention to detail
Excellent interpersonal skills, including being polished, amiable, courteous, professional, and patient
Ability to work in a fast-paced environment
Possesses exceptional multi-tasking skills and strong time-management
Goal oriented, self-motivated and results driven
Applications will be accepted on an ongoing basis.
#J-18808-Ljbffr