3 New Business Processor - Financial Firm - Virginia Beach, VA Jobs in Virginia, VA

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New Business Processor - Financial Firm - Virginia Beach, VA

Advisor Employee Services

Virginia, VA | Full Time

$48k-62k (estimate)

3 Months Ago

Client Service Administrator - Financial Firm - Virginia Beach, VA

Advisor Employee Services

Virginia, VA | Full Time

$48k-62k (estimate)

6 Months Ago

NEW! OT School Based Position Virginia Beach, VA 2024-2025

Soliant

Virginia, VA | Full Time

$86k-102k (estimate)

1 Month Ago

New Business Processor - Financial Firm - Virginia Beach, VA

$48k-62k (estimate)

Full Time 3 Months Ago

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Advisor Employee Services is Hiring a New Business Processor - Financial Firm - Virginia Beach, VA Near Virginia, VA

New Business Processor

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Our growing financial service firm, Parker Financial Group, in Virginia Beach, VA is seeking to add a New Business Processor to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through

Minimum Requirements:

Associates Degree preferred
2 years Financial Industry experience, working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience
Securities licensed, preferred – Series 65 and Life and Health

Responsibilities:
This New Business Processor will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Follow application process from start to finish
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist in setting client appointments

Salary:

$45,000 - $50,000/year

Benefits:
401(k)

PTO

Presented by Advisor Employee Services Thank you for your interest in the New Business Processor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!