Client Support Professional - Wealth Management

CLIENT SUPPORT PROFESSIONAL WEALTH MANAGEMENT (Permanent)
Our client an established investment firm in WNY is looking to hire a Client Support Professional to join their growing team. This is a great opportunity with room for growth and an excellent worklife balance.

Responsibilities:

• Perform daytoday responsibilities to ensure client satisfaction in their wealth management experiences
  
• Work closely with Advisors to anticipate their needs when working with clients
  
• Provide highest level of customer service to ensure positive experiences from day one
  
• Assist Advisors in meeting preparations coordinating logistics and gathering appropriate information/documents
  
• Develop and maintain relationships with clients in order to determine their unique individual needs tailoring the approach to each
  
• Onboard new clients into system creating new portfolio accounts
  
• Update/maintain client accounts ensuring all information is accurate and uptodate
  
• Oversee the execution of client transactions including any account transfers deposits or withdrawals
  
• Act as the liaison between the clients and the advisors responding to any inquiries/resolving issues in a timely manner
  
• Ensure accurate documentation occurs at all times
  
• Offer educated recommendations for opportunities where client satisfaction can be improved; Anticipate clients needs
  
• Work closely with other teams/team members to complete special projects that will drive business and increase
  
• Other duties as assigned/as necessary
  
  

Details:

• Position is full time direct hire
  
• 100% inoffice flexibility to WFH as needed
  
• MF 8:30 5:00; When the market is closed the office is closed
  
• $75000$80000 annually depending on experience with bonus potential
  
• Excellent Benefits package Generous PTO 401k Match
  
• Bachelors degree in Business Finance or related
  
• Certified Financial Planner (CFP) preferred
  
• Excellent computer skills
  
• Great interpersonal and communication skills (written and verbal)
  
• Strong organization skills and time management skills
  
• Strong attention to detail
  
• Selfmotivated
  
• Maintain high level of confidentiality
  
• Relocation not available
  
• Candidates must be authorized to work in the United States; Visa sponsorship is not available
  
• All employees and applicants please know that you have access at all times to New York State and Federal Labor Laws and Posters at the Government Agency websites: ;