Client Service Associate

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, MD. To view other open roles, visit jobs.lead-advisor.com

Role Profile Summary

The Client Service/Associate Advisor is responsible for assisting Lead Advisors in an effort provide exceptional service to the company's clients. This role requires outstanding organizational and communication skills.

Core Responsibilities

· Work with advisors to research, implement, and manage client investment accounts.

· Provide exceptional client service by assisting with insurance policy or investment account service requests.

· Facilitate the execution of client service schedule by meetings in accordance with the client’s segmentation.

· Prepare and review the client folder with all necessary prep materials and deliverables prior to a client meeting.

· Maintain exceptional CRM records in accordance with company's CRM guidelines and procedures.

Qualifications

Required

o Bachelor’s degree in business administration, accounting, or finance or equivalent work experience.

o Series 7 and 66 Required

o Experience working with Microsoft ExcelPreferred

Key Characteristics

· Excellent verbal and written communication and interpersonal skills.

· Excellent organizational skills and attention to detail.

· Strong desire for personal and professional growth.

· Approachable, respectful, and inclusive communication.

· Ability to give and receive constructive feedback.

· Ability to maintain confidentiality.

· Proficient in Microsoft Office Suite or related software.

· Proficient in CRM or related software.

Location: In Rockville office

Salary: 75-90k