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• Be the first and last line of defense for all service related to firm clients’ welfare and for assisting the sales agents in providing the highest level of service before and after the sale
• Handle processing transactions for securities as follows: opening, closing and maintaining RIA accounts; processing account transfers and other money movements such as journals, wire transfers, issuing checks, retirement distributions and gifting transactions
• Communicate directly with clients via phone, email, or in person and assist them with their questions• Have a basic understanding of the servicing requirements for investment and retirement planning products as well as a basic understanding
of investment and retirement planning concepts• Participate in department initiatives, best practices, procedures and compliance guidelines• Assist with creating and sending out monthly and quarterly asset schedules, tax summaries, or performance reports• Maintain the integrity of client data base (CRM) and electronic files• Proficiently and efficiently work with multiple technology programs and platforms• May be involved with various administrative responsibilities related to our compliance requirements, curriculum, calendar and software• Various other projects and requests from advisors or manager
Education: High School Diploma or G.E.D. At least 3 years professional experience in financially oriented field is preferred (insurance, securities, corporate finance, banking)
Join our Team!
S C H E C H T E R W E A L T H . C O M / 2 4 8 . 7 3 1 . 9 5 0 0 / H O M E O F F I C E : 2 5 1 P I E R C E S T R E E T , B I R M I N G H A M , M I 4 8 0 0 9
Please send your resume to [email protected]
EXPERIENCE
Join our team of multi-disciplined professionals who help clients preserve, leverage and transfer their wealth. Recently named one of Crain's Cool Places to Work for in Metro Detroit…our Core Values create an incredible working environment that
allows us to really live and deliver on those values.
OUR CORE VALUES
JUNIOR CLIENT SERVICE ADVISOR
DESCRIPTION
The Junior Client Service Advisor (CSA) excels at organization, prioritization, and attention to detail. This individual thrives in a team environment and collaborates well on a wide-range of processes. The Junior CSA manages a large volume of requests and meets them timely and accurately to support the investments operations team. This role is integral to the efficiency of the team and the ability to provide a great experience for our clients.
ESSENTIAL JOB FUNCTIONS
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Solid computer skills with strength in MS Office Tools for creating client presentations and spreadsheets Strong intellectual curiosity for understanding complex financial products and legal/business concepts Must have an exemplary sense of urgency, accountability, and pro-activeness Excellent organizational and time management skills; must be able to establish priorities and execute them with minimal assistance Exceptional level of accuracy and attention to detail Strong interpersonal skills with a friendly, confident and professional manner Well-spoken with the ability to feel comfortable explaining complex concepts to sophisticated clients and their financial and legal
advisors Must be comfortable in a very collaborative and team-oriented environment, as well as be able to work independently, and think and
work in an out-of-the-box manner Discretion/confidentiality a must in this position
REQUIRED SKILLS
