Job Description
**Essential Duties and Responsibilities**
+ Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.
+ Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
+ Open new client accounts, process money movement, and research information as needed
+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Company’s working structure, policies, mission, and strategies.
+ General office practices, procedures, and methods.
+ Investment co...
+ Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.
+ Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
+ Open new client accounts, process money movement, and research information as needed
+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Company’s working structure, policies, mission, and strategies.
+ General office practices, procedures, and methods.
+ Investment co...
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