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Job Description
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated revenue and asset goals.
Essential Duties and Responsibilities
Client meeting preparation for Financial Advisors
Client meeting follow up/document processing for Financial Advisors
Review all paperwork for accuracy, completeness, and compliance
Resolves paperwork and account issues with back-office operations and clearing firm
Client service duties such as establishing new accounts, servicing existing accounts, and researching and resolving deficiencies in a timely manner
Answer incoming calls
Schedule appointmen...