Senior Registered Client Service Associate (shreveport, La)
Willenborg Wealth Management
Shreveport, Louisiana, US
Remote
High volume client interactions
Manage detailed tasks and priorities
Effective communication across platforms
Supports Financial advisors and their prospective and existing clients and other branch staff team members
Job Summary
Supports Financial advisors and their prospective and existing clients and other branch staff team members.
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
Matching Summary
Supports Financial advisors and their prospective and existing clients and other branch staff team members.
Skills & Requirements
Must-have
High volume client interactions
Manage detailed tasks and priorities
Effective communication across platforms
Financial markets and regulations knowledge
Trading of investment products
Nice-to-have
Proactive problem solving
Mentoring junior team members
Continuous professional development
Key Requirements
Five (5) years of financial services industry service experience