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crm excel series 7 microsoft word envestnet📋 Description
- Provide professional customer service supporting client satisfaction.
- Adhere to Branch, Firm and Compliance policies.
- Review and process account documents; inform FA of activity.
- Assist FA with comprehensive financial plans.
- Assist with periodic client mailings, communications and events.
- Facilitate transfer of funds/securities and issue checks.
🎯 Requirements
- SIE and Series 7; Series 66/63/65 licensing or ability to obtain.
- Knowledge of securities: stocks, bonds, options, funds, annuities, insurance.
- At least 2 years experience as Registered Client Associate.
- Tech: Word, Excel, Outlook; Thomson ONE, Envestnet, CRM, Money Guide Pro.
- Excellent written/verbal communication and problem solving.
- Detail-oriented with math; able to manage multiple priorities.
🎁 Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Tuition Reimbursement ($15,000 lifetime cap)
- Charitable gift-matching program
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