Private Client Associate - Royersford, PA
On-siteRoyersford, Pennsylvania, United States
Job Summary
Administer, market, and grow client relationships by organizing productivity-based campaigns and assisting Financial Advisors with operational tasks. Provide excellent telephone service to clients and potential clients while composing effective correspondence in accordance with established policies. Proactively utilize available technology to support efficient time management and respond quickly to inquiries. Alert respective advisors and branch management of potential issues as necessary. Requires Series 7, 63, and 65 licensing or ability to obtain within twelve months, proficiency in Microsoft Office, and the ability to work effectively in a fast-paced, deadline-oriented environment.
Required Qualifications
- High School diploma
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Desired Qualifications
- Prior office experience preferred but not required
- Excellent customer service skills
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