Related skills
communication customer service client relationships attention to detail microsoft excel📋 Description
- Provide professional client service handling requests and account maintenance.
- Review, maintain and process account documents; resolve complex issues.
- Assist in crafting financial plans for current and prospective clients.
- Assist in developing periodic client mailings, communications and events.
- Facilitate transfer of client funds and checks upon request.
- Adhere to branch, firm and compliance policies and regulations.
🎯 Requirements
- Eager to grow in Financial Services; opportunity to complete SIE and Series 7/66 exams.
- High school graduate; post-secondary education preferred.
- Solid skills in Word, Excel and Outlook; leverage tech to optimize client experience.
- Strong client relationships; excellent written/verbal communication and problem solving.
- Attention to detail and accuracy; ability to perform semi-advanced math.
- Ability to handle multiple demands in a deadline-driven environment.
🎁 Benefits
- Medical, Dental and Vision insurance
- 401(k) and ESOP contributions
- Generous sick, vacation and parental leave
- Paid holidays
- Tuition reimbursement ($15,000 lifetime cap)
- Davidson Day of Giving
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