12 Edencrest At Legacy Jobs

RESPONSIBILITIES:
We call this position Client Relationship Manager since your primary responsibilities will be to serve as the liaison between our financial advisory team and our clients (and prospective clients). In most cases you will serve as the primary contact for our clients. Your attitude, proactivity, responsiveness and effectiveness in completing tasks must be excellent at all times since your level of performance will be a large part of determining our clients’ level of satisfaction with our services.

The daily tasks for which you are responsible:

• Excel in administrative, operational and client service support

• Help keep the service team working together smoothly and efficiently

• Serve as the primary contact for handling client inquiries

• Professionally answer phones and greet clients

• Schedule appointments for prospects, clients and other professionals the advisory team would meet with

• Maintain the office calendar for each advisor

• Act as a primary contact for handling client meetings and transactions, responding to and resolving routine client inquiries

• Reconcile securities trades for accuracy

• Reconcile commission statements for accuracy

• Assist with organizing and tracking new business activities
  Assist with preparing proposals and compiling new client packets

• Follow up with prospects who have received a proposal
  Prepare materials for meetings, as needed
  Other duties as needed

• Learn and use the firm’s workflow system on a daily basis, which will specifically guide you step by step how to complete any task for which you are responsible

• Follow all compliance procedures and assist other team members with doing the same

• Assist with any compliance related duties

• Submit and follow up on required paperwork

• Keep client information in CRM current and enter updates

• Maintain inventory of office supplies

• Able to create a professional document using notes from others

• Working knowledge of IRAs, 401K and 403bs, Required Minimum Distributions (RMDs) and financial services products such as mutual funds, stocks, bonds

• Maintain communication with current clients through on-going mailings, email and phone calls

• Process mail

• Submit business to custodian or broker/dealer

• Generate invoices and process payments, when necessary

   

CHARACTERISTICS:

• Possess the highest level of honesty, ethics, integrity

• Possess excellent personal relationship skills

• Ability to effectively multi-task

• Exceptional client service and problem-solving skills

• Ability to get along with all different personality types

• Ability to be empathetic and conduct fluid conversations with all different age groups and personality types, both on the phone and in person

• Ability to be professional with and friendly to everyone you interact with

• Maintain a high level of confidentiality

• Be very organized with attention to details

• Able to organize and complete projects

• Possess advanced computing skills including online navigation, proficiency with Microsoft Excel, Word, PowerPoint and ability to learn other Cloud-based software applications

• Possess a good sense of humor

• Work proactively by anticipating problems and always looking for ways to improve processes and outcomes

• Be self-directed with the ability to learn new tasks with ease

• Be proficient at organizing your time and prioritizing your work independently

• Able to receive appropriate criticism and suggestions for improvement

• Able to be flexible and adapt to changes when necessary

• Excellent oral and written communication skills

• Entrepreneurial spirit

• “Can-do”, upbeat attitude

• Eager to make an impact and be self-motivated

• Possess a strong work ethic and be able to take ownership of daily tasks

• Use good judgment to plan and accomplish goals