Energy Jobline ZR
Financial Client Service Specialist in Marshall
Energy Jobline ZR, Gillingham, Wisconsin, United States
About Echelon Wealth Partners
Echelon Wealth Partners is a fast-paced financial services practice. Our mission is to bring profound impact to the lives of our clients, team members and the community. Our Values are Trust, Integrity and Excellence. Echelon Wealth Partners is in the top 1% of all Ameriprise Financial franchise practices. ameripriseadvisors.com/team/echelon-wealth-partners
Work Location 100 West College Drive, Suite 103, Marshall, MN 56258
Full-time Hours 40 hours per week, Monday-Friday 8:30 a.m. to 5:00 p.m.
Benefits Competitive pay, benefits including: 401(k), health insurance, vacation and sick leave, life insurance and advancement opportunities available.
Job Summary The client service specialist/paraplanner is responsible for providing client relationship support to Financial Advisors, executing trades and transactions; and preparing and processing applications. Candidates must be willing to obtain or have a Securities Industry Essentials (SIE), Series 7, Series 66, and State Life/Health licenses.
Essential Duties and Responsibilities
Provide administrative support to Financial Advisors
Execute trades and transactions for clients
Provide relationship support through managing, gathering and analyzing client data
Work with clients to resolve issues
Prepare and process client applications and checks
Perform a variety of routine clerical tasks
Use various computer applications, such as database management and word processing
Create, maintain, and enter data into databases
Schedule appointments using Salesforce CRM software
Echelon Wealth Partners reserves the right to add or change duties at any time
Required Skills and Qualifications
Education: Associate’s degree
Licenses: Securities Industry Essentials (SIE), Series 7, Series 66, State Life/Health Insurance Licenses or willingness to obtain
Experience: 1-2 years of related experience
Excellent verbal and written communication
Effective communication with clients and other advisors/staff
Positive attitude and sincere willingness to constantly learn and grow
Proficient in Microsoft 365 technology
Organization
Time management
Service
Critical thinking
Active listening
Coordination
Positive attitude
If you are interested in applying for this job please press the Apply Button and follow the application process.
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Work Location 100 West College Drive, Suite 103, Marshall, MN 56258
Full-time Hours 40 hours per week, Monday-Friday 8:30 a.m. to 5:00 p.m.
Benefits Competitive pay, benefits including: 401(k), health insurance, vacation and sick leave, life insurance and advancement opportunities available.
Job Summary The client service specialist/paraplanner is responsible for providing client relationship support to Financial Advisors, executing trades and transactions; and preparing and processing applications. Candidates must be willing to obtain or have a Securities Industry Essentials (SIE), Series 7, Series 66, and State Life/Health licenses.
Essential Duties and Responsibilities
Provide administrative support to Financial Advisors
Execute trades and transactions for clients
Provide relationship support through managing, gathering and analyzing client data
Work with clients to resolve issues
Prepare and process client applications and checks
Perform a variety of routine clerical tasks
Use various computer applications, such as database management and word processing
Create, maintain, and enter data into databases
Schedule appointments using Salesforce CRM software
Echelon Wealth Partners reserves the right to add or change duties at any time
Required Skills and Qualifications
Education: Associate’s degree
Licenses: Securities Industry Essentials (SIE), Series 7, Series 66, State Life/Health Insurance Licenses or willingness to obtain
Experience: 1-2 years of related experience
Excellent verbal and written communication
Effective communication with clients and other advisors/staff
Positive attitude and sincere willingness to constantly learn and grow
Proficient in Microsoft 365 technology
Organization
Time management
Service
Critical thinking
Active listening
Coordination
Positive attitude
If you are interested in applying for this job please press the Apply Button and follow the application process.
#J-18808-Ljbffr