Client Services Associate

Asset Management Group, Inc
Oct 05, 2016
Oct 26, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Job Description:

POSITION SUMMARY: The Client Services Associate is an integral part of our team. Through a combination of marketing methods, client-management skills, market and product knowledge, the Client Services Associate partners with team members to address the specific needs and service issues of high net worth clients in order to cultivate existing client relationships.Responsibilities: While tasks may vary day to day, responsibilities will include but are not limited to: Provide service to clients professionally and respond to regular inquires. Keep concerned financial planner informed of details and activities. associated with clients' transactions and accounts. Comply and learn all company's procedures and policies. Convey potential problems promptly to management or financial planner. Provide a top level of discretion. Ensure all suitable and required account documents are acquired and updated. Provide support professionally on telephone for respective financial planner. Utilize computer systems of company to provide services to clients as well as assigned financial planner. Working with clients to ensure proper account opening procedures and documentation. Independently improving and streamlining the service model and operational procedures for the team. Providing account information to clients and maintaining key client relationships. Establishing and cultivating relationships with new clients and proactively helping to resolve issues and concerns. Learning the business and products in order to assist financial planner. Providing excellent telephone coverage including ability to manage priorities; handling urgent calls with professionalism and good judgment. Navigating firm effectively and efficiently by interfacing with team members to collect information, respond to requests and coordinate meetings. Participating in ongoing learning and development to enhance support of financial planner's business. Administrative duties such as handling telephones, mailing, filing, and processing forms. Comply with all industry rules and regulations and firm policies. Qualifications Education and/or Experience:-Bachelor's Degree preferred -Active Series 7, 63, and 65 or 66 (or willing to pass within 12 months)-Additional certifications may be required Knowledge/Skills:-Financial industry and product knowledge preferred-Effective written and verbal communication skills-Strong computer skills, including internet-Knowledge of Word, Excel, and PowerPoint-Superior interpersonal, organizational, and client service skills-Knowledge of applicable compliance rules and regulations and firm policies-Able to work independently Asset Management Group, Inc.Asset Management Group, Inc. was founded in 1983. The financial planning practice is a dynamic, privately held company with a well-established customer base. The firm builds long-term relationships with clients and provides them with financial planning advice and counseling. The company is proactive in bringing information and advice to its clients and strives to provide services that exceed their client's expectations. Hours: 9 am -- 6:00 pm. We offer a comprehensive benefit package including; medical, dental, vision, 401(k), Profit sharing, paid time off and career advancement. Compensation is based on experience. Please visit our website for more details on our company. Please provide resume and cover letter indicating why you would be a great hire.

Company Description:

Integrity, innovation and excellence since 1983. When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials. "One of America's 250 Best Wealth Advisors" - Worth Magazine Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved ones can be protected. You can set aside money to send your children to college and create a plan to achieve whatever you want from life. Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a Registered Investment Advisory firm offering high net worth individuals personal advice.