What are the responsibilities and job description for the Service Assistant position at AnchorPoint Financial?
Service Assistant – Fayetteville, AR
A successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Sales Assistant.
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter.
Skills Required:
- Ability to develop strong client relationships
- Excellent oral and written communication skills
- Ability to work independently
- Problem solver and critical thinker
- Ability to anticipate client and advisor needs
- Capable of working under deadlines
- Ability to do research to answer questions independently
- Detail-oriented
- Excellent time management
- Proficiency in Word and Excel Required
Knowledge/Experience:
- Series 6/7 FINRA registrations preferred
- Customer service experience required
- Pershing trading platform and eMoney financial planning software experience preferred
- Organizational and time management skills (i.e., ability to manage multiple priorities)
- Preferably securities registration with at least 2 years of previous experience in a sales support and service role or the equivalent combination of education and experience for the right candidate
Responsibilities:
- Responsible for client contact which includes communication by phone and email
- Clients servicing to include general account inquiries, account changes, distributions, allocation changes, beneficiary changes, account updates, etc.
- Investment Research and Trading
- Client appointment preparation (running performance reports)
- Assistance with scheduling client appointments via our scheduling software
- Monitor incoming and outgoing mail
- Document client interactions via our Client Relationship Management (CRM) system (Redtail and potentially Salesforce)
- Prepare and submit client paperwork and financial transactions
- Prepare and process paperwork for new & existing business on the Pershing platform for investments, and direct with other investment and insurance companies
- Respond to and correct paperwork not in good order
- Other projects and tasks as assigned
Software Used:
eMoney, Redtail (CRM) and potentially Salesforce, MS Outlook, Excel, and Word, Morningstar