As the Advisory Service Associate, you will play a critical role in supporting our internal teams to deliver exceptional service to wealth management clients
Job Summary
As the Advisory Service Associate, you will play a critical role in supporting our internal teams to deliver exceptional service to wealth management clients.
Responsible for delivering an exceptional client experience through proactive service, attention to detail, and timely follow-through.
Cross-train with peers and provide backup support and coverage across retirement plan education and wealth management functions.
Matching Summary
As the Advisory Service Associate, you will play a critical role in supporting our internal teams to deliver exceptional service to wealth management clients.
Skills & Requirements
Must-have
Client-centric, solutions-oriented support
Proactive service and attention to detail
Timely follow-through on client promises
Proficiency in CRM and financial planning systems
Financial services industry trends awareness
Nice-to-have
Entrepreneurial spirit
Empowering clients and employees
Fostering learning and growth
Determination and going the extra mile
Taking ownership and teamwork
Key Requirements
1+ years of business or experience
Bachelor's degree or equivalent
Proficiency in Excel, Word, PowerPoint, Adobe, Outlook