What are the responsibilities and job description for the Financial Client Service Specialist position at Echelon Wealth Partners?
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: 394 Lake Ave S, Suite 505, Duluth, MN 55802 - Onsite
Full-time Hours: 40 hours per week, Monday-Friday 8:30 a.m. to 5:00 p.m.
Competitive pay, benefits including: 401(k), health insurance, vacation and sick leave, life insurance and disability 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 as well as preparing and processing application. 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, gather and analyzing client data
- Work with clients to resolve issues
- Prepare and process client applications and checks
- Perform a variety of routine clerical tasks.
- Various computer applications, such as database management and word processing.
- Creates, maintains, and enters data into databases.
- Schedules appointments using Salesforce CRM software.
- Echelon Wealth Partners reserves the right to add or change duties at any time.
Required Skills and Qualifications
- Education: Bachelor'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 orientation
- Critical thinking
- Active listening
- Coordination
- Positive attitude