Description

Are you passionate about growing your career within Financial Planning and providing legendary support to partners and clients? If so, apply for the position of Financial Planning Client Service Associate today.

Responsibilities

• Respond to client and FP inquiries providing options and solutions, while following policies and processes on time
• Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk
• Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required
• Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients
• Gather and analyze data to iden...