Wealth Management Customer Service Representative

Wealth Management Customer Service Representative

Salary Range: $40,000 - $60,000

Wealth Management Customer Service Representative Benefits:

• 401k with profit sharing
• Health, vision, and dental insurance offered,
• Term life insurance
• Paid holidays and vacation

Wealth Management Customer Service Representative Responsibilities:
The Wealth Management Customer Service Representative is responsible for client services and financial advisor support at LaMar Wealth Management in Auburn, AL.

Primary Functions

1. Administration

• Answer and direct calls.
• Process and manage mail.
• Appointment scheduling and tracking.
• Prepare, scan and process client documents.
• Manage client communications [social media, mass e-mail, correspondence & reports].
• Client event planning
• Ordering of office supplies

2. Client Service

• Greet clients.
• Account opening and required paperwork processing.
• Process client deposits
• Assisting clients with everyday requests, needs, questions and transactions.
• Client account maintenance/ maintain accurate client contact information

3. Compliance

• Adhere to regulatory requirements.
• Assist in compliance / regulator audits and examinations.
• Maintain utmost client confidentiality

Secondary Functions

1. Cross train on other Wealth Management functions to ensure department stability as needed.

2. Participate in all required meetings and any educational training required

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Wealth Management Customer Service Representative Required / Preferred Qualifications:

Required:

• High School Graduate or GED.
• Effective time management and organizational skills.
• Strong verbal/written skills.
• Proficient in Excel and Microsoft Word.
• Effective interpersonal skills.
• Ability to manage confidential information.
• Must be able to work in a Team Environment.
• Must be able to multi-task.

Preferred :

• Post High School Education or 1 year of related experience.
• Prior work experience in a brokerage firm.
• We would like invest in someone who wants to pursue opportunities for professional development in licensing/designations/certifications to best service our clients and grow in a highly rewarding career.

Position Type/Expected Hours of Work:
This is a full-time in office position. Days and hours of work are Monday through Thursday, 8:30 a.m. to 4 p.m. and Friday 8:30 a.m. to 3 p.m.

Travel
Minimal travel is expected but some may be required for training and development purposes.

AAP/EEO Statement
LaMar Wealth Management is an equal employment opportunity employer and complies with all
applicable laws and regulations regarding affirmative action and equal opportunity and does not illegally
discriminate against anyone protected by law because of that person’s race, color, religion, sex, national
origin, age, or the individual’s status as a veteran or a qualified disabled individual.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Work setting:

• In-person

Ability to Commute:

• Auburn, AL 36830 (Required)

Ability to Relocate:

• Auburn, AL 36830: Relocate before starting work (Required)

Work Location: In person