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Posted: Friday, February 24, 2017 10:26 AM

Job Description We have a client that is look for a great individual to add to their Financial Services practice. Summary of Position This role plays an integral part of the overall direction and administration of the firm. To be considered, a candidate must be well organized, detail-oriented, have the ability to manage multiple tasks and priorities, and have excellent customer service and computer skills. In addition, this position provides office support by implementing administrative systems, procedures, policies, and monitoring administrative processes/projects. Client Management Screen agent calls and handle issues not requiring agent attention Gather information for advisor meetings with client(s)/prospect(s) Prepare policies for delivery to client Correspond with clients to handle product related service issues Manage timeline for new cases to less than 90 days (to include AUM and Financial Planning data input) Manage quarterly reports for agent review (ex. Assets Under Management) Maintain agent’s CRM (using PCS proprietary system) and client files Prospects/ New Clients Preparation of application packets Set up paramedical appointments as needed for new clients Run product illustrations & proposals (using proprietary software) General Operational and Administrative Support Analyze overall use of tools within the organization and streamline their use Answer incoming calls and e-mails Engage with clients and the Home Office, responding to requests in a timely manner Process incoming and outgoing mail, maintain correspondence files Update and maintain CRM profile information to reflect client interactions Prepare documents associated with client on-boarding and reviews Prepare and process all paperwork needed for investment/advisory accounts Prepare advisory annual review information File client correspondence New account processing

Source: http://www.juju.com/jad/000000005oet67?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&hosted_timestamp=0042a345f27ac5dc39abcf3f0aee9ed8629bb609ccd6cad8a606a44596191d9a


• Location: Austin

• Post ID: 17480088 austin
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