Part Time Client Service Associate

Job Summary

Required Qualifications

• •Minimum 6 months related banking or finance experience
• •Minimum 2 years college completed
• •solid written and oral communication skills
• •relationship building
• •proofreading
• •organizational skills
• •basic business fundamentals
• •Proficient computer skills, including working knowledge of the MS Office Suite
• •Ability to work in an open-concept workspace/environment
• •Must be able to bend and stand
• •Must be able to lift, carry and/or move up to 15 pounds
• •Must be able to perform each essential duty satisfactorily
• •Must be able to follow detailed instructions and procedures to minimize risk of robbery
• •Must be able to perform job duties and responsibilities in compliance to Broker Dealer policies, procedures, philosophy and standards of performance
• •Must be able to attend annual training sessions as instructed or scheduled
• •Must be able to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties required by our Broker Dealer
• •Must be able to contact leads through a variety of sources and schedule appointments
• •Must be able to verify appointments at least one day prior and inform the client of what to bring to the appointment
• •Must be able to gather factual client-level profile information such as age, address, income, marital status, etc.
• •Must be able to answer, generate and return calls as needed or requested
• •Must be able to notate all calls in CRM
• •Must be able to provide readily available account information to clients, such as balance, holdings, and transaction history
• •Must be able to follow all protocols and requirements for money movements
• •Must be able to process annual RMD for all members of assigned advisor(s)
• •Must be able to review all submitted paperwork for accuracy and inclusiveness before submission
• •Must be able to follow up with representative, client, or home office to obtain necessary documentation
• •Must be able to process checks received and schedule investment appointments as needed
• •Must be able to track checks anticipated for arrival and call companies with the members when checks are not received
• •Must be able to maintain prospects and client data including notes, follow-up appointments and periodic review dates
• •Must be able to gather items and put together kits and marketing materials
• •Must be able to plan and coordinate marketing events
• •Must be able to follow CRM process for member contact
• •Must be able to notate all member contact in CRM
• •Must be able to enhance productivity, growth and provide administrative support for the SWS program
• •Must be able to perform additional duties as assigned
• •Must be able to work dynamically with minimum supervision
• •Must be able to maintain constructive work relationships with staff and members
• •Must be able to effectively lead and coach others
• •Must be able to demonstrate strong attention to detail
• •Must be able to effectively manage the team's quarterly review cycle
• •Must be able to effectively manage the team's annual training cycle
• •Must be able to effectively manage the team's compliance cycle
• •Must be able to effectively manage the team's marketing cycle
• •Must be able to effectively manage the team's CRM cycle
• •Must be able to effectively manage the team's client service cycle
• •Must be able to effectively manage the team's appointment scheduling cycle
• •Must be able to effectively manage the team's call handling cycle
• •Must be able to effectively manage the team's data entry cycle
• •Must be able to effectively manage the team's document review cycle
• •Must be able to effectively manage the team's follow-up cycle
• •Must be able to effectively manage the team's check processing cycle
• •Must be able to effectively manage the team's investment appointment scheduling cycle
• •Must be able to effectively manage the team's member contact cycle
• •Must be able to effectively manage the team's marketing materials preparation cycle
• •Must be able to effectively manage the team's event planning cycle
• •Must be able to effectively manage the team's member relationship management cycle
• •Must be able to effectively manage the team's client relationship management cycle
• •Must be able to effectively manage the team's business development cycle
• •Must be able to effectively manage the team's customer service cycle
• •Must be able to effectively manage the team's operational support cycle
• •Must be able to effectively manage the team's administrative support cycle
• •Must be able to effectively manage the team's financial support cycle
• •Must be able to effectively manage the team's compliance support cycle
• •Must be able to effectively manage the team's regulatory support cycle
• •Must be able to effectively manage the team's legal support cycle
• •Must be able to effectively manage the team's risk management cycle
• •Must be able to effectively manage the team's fraud prevention cycle
• •Must be able to effectively manage the team's security cycle
• •Must be able to effectively manage the team's safety cycle
• •Must be able to effectively manage the team's emergency response cycle
• •Must be able to effectively manage the team's crisis management cycle
• •Must be able to effectively manage the team's business continuity cycle
• •Must be able to effectively manage the team's disaster recovery cycle
• •Must be able to effectively manage the team's business resilience cycle
• •Must be able to effectively manage the team's organizational resilience cycle
• •Must be able to effectively manage the team's cultural resilience cycle
• •Must be able to effectively manage the team's strategic resilience cycle
• •Must be able to effectively manage the team's operational resilience cycle
• •Must be able to effectively manage the team's financial resilience cycle
• •Must be able to effectively manage the team's technological resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle
• •Must be able to effectively manage the team's social capital resilience cycle
• •Must be able to effectively manage the team's natural capital resilience cycle
• •Must be able to effectively manage the team's financial capital resilience cycle
• •Must be able to effectively manage the team's manufactured capital resilience cycle
• •Must be able to effectively manage the team's human capital resilience cycle
• •Must be able to effectively manage the team's intellectual capital resilience cycle