Company Overview:

CrossMMG is a professional employment organization for independent advisory firms under NewEdge Advisors. NewEdge Advisors is a registered investment advisor (RIA) supporting 330 financial advisors across the country. We were built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best- caring for clients.

We are seeking a Client Service Associate to work in one of those independent advisory offices, Pastor Financial Group. Here you will help Financial Advisors serve families and individuals’ planning and investment needs to achieve their goals. You will be an essential resource for clients, dedicated to providing a positive experience. We collaborate as a team and most responsibilities below are shared.

Job Responsibilities:

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting new clients.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• May enter orders at the direction of the Financial Advisor.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remains current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Qualifications and Requirements:

• High School Diploma or equivalent and two or more years financial service industry experience.
• Understanding of Company's working structure, policies, mission, and strategies.
• General office practices, procedures, and methods understanding.
• Knowledge of investment concepts, practices and procedures used in the financial services industry.
• Understanding of financial markets, products and industry regulations.
• Client Relationship Management (CRM) software, or similar contact management software.
• High experience in Microsoft Office, including developing spreadsheets as needed and for ongoing reporting.
• Able to operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paces, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast paced environment.
• Use mathematics sufficient to process account transition information.
• Use appropriate interpersonal styles and communicate effectively.
• Work both independently and as part of a team.
• Provide a high level of customer service.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 2 years (Required)

Ability to Commute:

• New Orleans, LA (Preferred)

Work Location: In person