Wealth Management Associate

Veterans Sourcing Group

Columbus, OH

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JOB DETAILS

SALARY

SKILLS

Administrative Skills, Brokerage, Communication Skills, Computer Skills, Customer Support/Service, Detail Oriented, Financial Services, Follow Through, Interpersonal Skills, Microsoft Product Family, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Relationship Management, Research Skills, Retirement Plan, Risk Management, Sales Management, Securities and Exchange Commission (SEC), Service Level Agreement (SLA), Team Player, Time Management, Wealth Management, Writing Skills

LOCATION

Columbus, OH

POSTED

30+ days ago

Wealth Management Associate
Columbus, OH
12 months contract
Pay rate: $22/hr W2

DUTIES and RESPONSIBILITIES:
• Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
• Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
• Process & follow up client service requests to ensure completion in a timely manner
• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
• Provide world class customer service to both internal and external clients in all interactions
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• Leverage Brokerage systems and ensure all case interactions are appropriately entered and documented
• Actively manage, monitor, and document daily case load by utilizing various technology resources
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
• Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
• Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)

EDUCATION and or EXPERIENCE:
• College degree preferred
• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, attention to detail and excellent follow up skills
• Ability to research and resolve problems and service inquiries and escalate when appropriate
• Ability to efficiently handle a high volume of requests in a fast paced environment
• Strong computer skills including Microsoft Suite
• Basic knowledge of Brokerage systems and procedures
• Be self-motivated and able to work in a strong team and high activity environment.

About the Company

Veterans Sourcing Group

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