Towne Investment Group Client Service Assistant (Project Management)

Essential Responsibilities:

• Answer telephones and screens calls for financial advisors
• Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
• Researches client and security information through the back office system
• Processes and follows up on client documentation for proper maintenance of accounts
• Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients
• Creates and maintains records and files
• Maintains databases and creates reports using portfolio software programs
• Assists financial advisors with marketing efforts including seminars, etc.
• Receives and processes securities
• Trains other service associates when needed
• Supervises other support staff when needed under direction of supervisor
• Cross-trains on other operational functions and performs back-up in these areas as needed

 Minimum Required Skills and Competencies:

• High School Diploma or equivalent
• Regular attendance is required
• Must project an excellent customer service attitude
• Good interpersonal skills to deal with clients, financial advisors and other staff
• Strong written and verbal communication skills sufficient to deal with financial advisors, clients and other staff
• Professional and pleasant appearance and demeanor to work with clients
• Ability to work under pressure and meet daily deadlines
• Ability to work independently
• Good organizational skills to be able to prioritize tasks
• Good analytical skills to be able to research account information
• Mathematical abilities sufficient to process account and transaction information
• Ability to operate general office equipment (copier, fax, etc.)
• Computer skills adequate for creating/maintaining databases and the ability to learn various software packages

 Desired Skills and Competencies:

• Series 7
• Series 63
• At least 5 years securities industry or related work experience preferred

Physically you can anticipate to:

• Express or exchange ideas by means of the spoken word via email and verbally
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
• Not substantially exposed to adverse environmental conditions
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.

 

 

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Clerical Office/Admin