Client Investment Associate
- Flushing, MI
What you'll be doing
- Support the advisor by building and maintaining client relationship and assisting the advisor with ongoing financial planning for clients and referral source management. Support advisor through a variety of task including, but not limited to, account opening, account maintenance, gathering statement, completing documentation as well as preparing material for client meeting. Help manage relationship and account review. Prepare timely and accurate performance report. Help identify cross line of business partnership opportunities. Facilitate accurate and timely account set up, money movement and investment trade. Perform all other assigned task as required.
What your background should be
- Minimum one year of financial service industry experience. At least two years of client relationship experience and proven ability to build lasting client relationship, internal partnership and excel at client service. Knowledge of investment, insurance, bank product, financial planning and use of financial planning tool. Excellent interpersonal and communication and organizational skills. Detail oriented, strong analytical and problem solving skills, ability to work in a team. Ability to work in a fast paced professional environment with heavy phone based customer interaction. Proficiency in Word, Excel and PowerPoint.
Required Schooling / Training
- College degree preferred
Who is the client company
- This is an American multinational banking and financial services holding company.
- If you are interested in this position, send your resume to firstname.lastname@example.org