Registered Client Service Associate
Job Posting for Registered Client Service Associate at Transcend Practice Management
REGISTERED CLIENT SERVICE ASSOCIATE
MUST HAVE FINRA LICENSE IN THE FINANCIAL SERVICES INDUSTRY
Location: Framingham, MA (in office)
Compensation: $75,000 - $85,000
Status: Full-time
You are a CSA, Paraplanner, or other financial services industry professional with substantial experience and a FINRA license. We are a thriving firm with $1b AUM and tons of room for growth.
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right.
Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to make an impact and continue to grow. We are excited to have an opportunity to welcome a Licensed Client Service Associate to our team who will support one of the firm’s lead advisors. The attributes that we are looking for in a teammate include:
--Insistent attention to detail
--Energy and enthusiasm
--Commitment to exceeding client expectations
--Demonstrates respect and tolerance for all clients
--Flexibility and openness to step in and do whatever is needed to support the team
--Interest in working on varied assignments with people across the firm
--Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
--Ability to anticipate the needs of the advisor and the team overall
--Self-directed time management capabilities and outstanding organizational skills
--Ability to self-start, take initiative, and be proactive
--Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
--Poise and maturity, especially in stressful situations
--Team player with strong desire to be a long-term contributing member of the team
--A long view presented by the firm and the industry overall.
If you are a fit for this position, we know that you are interested in more details. Read on!
As a Licensed Client Service Associate, you can expect to:
--Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act. ▪ Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
--Conduct investment research (i.e. Morningstar, ValueLine etc.) as directed by the advisor.
--Prepare and send outgoing mail
--Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria.
--Track all pending business paperwork, follow up on outstanding transactions with Commonwealth (e.g., transfers).
--Maintain appropriate turnaround time on all items (e.g., 24 hours for checks) ▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects. ▪ Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.
Qualifications for this role include:
--BA or BS is required
--Minimum of three years of experience in the financial services industry is required
---FINRA license is required
--Minimum of three years of experience in a client-facing role required
--Excellent communication and relationship management skills to build client relationships
--Strong computer skills required: Microsoft Office Suite (Excel, Outlook, Word, etc.) and CRM
--Technology-forward
--Admin support with the day-to-day operations of the firm
--Generate reports, such as position statements, for advisor’s meetings with clients
--Update Excel spreadsheets concerning client accounts and asset allocation
--Ability to adapt in a fast-paced environment
--High attention to detail
--Exceptional customer service experience
--Ability to learn quickly
--Demonstrated job stability and career progression
Team members will join a team that enjoys working together in an environment built for comfort and luxury. With a small team, the opportunities are endless. Your commitment to our firm will be reciprocated by our investment in you and your future!
Get in touch today so that we can get to know you! As a Registered Client Service Associate, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!
#ZR
MUST HAVE FINRA LICENSE IN THE FINANCIAL SERVICES INDUSTRY
Location: Framingham, MA (in office)
Compensation: $75,000 - $85,000
Status: Full-time
You are a CSA, Paraplanner, or other financial services industry professional with substantial experience and a FINRA license. We are a thriving firm with $1b AUM and tons of room for growth.
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right.
Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to make an impact and continue to grow. We are excited to have an opportunity to welcome a Licensed Client Service Associate to our team who will support one of the firm’s lead advisors. The attributes that we are looking for in a teammate include:
--Insistent attention to detail
--Energy and enthusiasm
--Commitment to exceeding client expectations
--Demonstrates respect and tolerance for all clients
--Flexibility and openness to step in and do whatever is needed to support the team
--Interest in working on varied assignments with people across the firm
--Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
--Ability to anticipate the needs of the advisor and the team overall
--Self-directed time management capabilities and outstanding organizational skills
--Ability to self-start, take initiative, and be proactive
--Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
--Poise and maturity, especially in stressful situations
--Team player with strong desire to be a long-term contributing member of the team
--A long view presented by the firm and the industry overall.
If you are a fit for this position, we know that you are interested in more details. Read on!
As a Licensed Client Service Associate, you can expect to:
--Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act. ▪ Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
--Conduct investment research (i.e. Morningstar, ValueLine etc.) as directed by the advisor.
--Prepare and send outgoing mail
--Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria.
--Track all pending business paperwork, follow up on outstanding transactions with Commonwealth (e.g., transfers).
--Maintain appropriate turnaround time on all items (e.g., 24 hours for checks) ▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects. ▪ Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.
Qualifications for this role include:
--BA or BS is required
--Minimum of three years of experience in the financial services industry is required
---FINRA license is required
--Minimum of three years of experience in a client-facing role required
--Excellent communication and relationship management skills to build client relationships
--Strong computer skills required: Microsoft Office Suite (Excel, Outlook, Word, etc.) and CRM
--Technology-forward
--Admin support with the day-to-day operations of the firm
--Generate reports, such as position statements, for advisor’s meetings with clients
--Update Excel spreadsheets concerning client accounts and asset allocation
--Ability to adapt in a fast-paced environment
--High attention to detail
--Exceptional customer service experience
--Ability to learn quickly
--Demonstrated job stability and career progression
Team members will join a team that enjoys working together in an environment built for comfort and luxury. With a small team, the opportunities are endless. Your commitment to our firm will be reciprocated by our investment in you and your future!
Get in touch today so that we can get to know you! As a Registered Client Service Associate, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!
#ZR
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