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Portfolio Assistant

Description

Ref ID: 02480-0010799458

Classification: Portfolio Assistant

Compensation: $14.25 to $16.50 per hour

We are looking for a Client Services Manager. The Client Services Manager will work directly with a primary financial advisor in all aspects of client service including taking client calls, communication with corporate office on client issues, workflow coordination regarding appointment materials needed, appointment follow-up and processing of transactions and forms and applications. The Client Service Manager is a licensed position (Series 7, 66 MN Life Variable Annuity). This allows the Client Service Manager to interact directly with the clients and to receive and execute trade orders from the clients and advisor. Reports to the Operations Director and takes work direction from individual advisors. I. DUTIES AND RESPONSIBILITIES THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. meet daily with advisor to coordinate advisor workflow and receive advisor work requests. B. review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor. C. complete work requests and serve as the advisor?s workflow liaison with other staff. D. handle service calls from clients, corporate office, or other professionals. E. record all client communication and interaction in Contact Manager. F. complete client investment transactions as directed by an advisor. G. compose client correspondence (letters, memos, faxes, etc.) as requested. H. resolve client issues and call client back when problem has been resolved. I. involve advisor when needed to assist in client issue resolution process. J. complete forms and applications following client appointments. K. submit all new business applications and checks to the corporate office in a timely manner. L. track all pending transfers of client assets and other transactions as needed. M. clean-up Contact Manager Database of clients no longer active, etc. N. follow-up for clients who have not scheduled their annual NaviPlan Review meetings. O. complete other projects or duties as requested by primary financial advisor or other members of the firm. I. SKILLS AND EDUCATIONAL REQUIREMENTS THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. have a working knowledge of basic computing. B. be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook C. be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. D. be able to work one on one with advisor in a time sensitive capacity. E. have excellent oral and written communication skills. F. have excellent interpersonal skills G. flexibility to work in a changing environment H. be able to work effectively individually and with all team members I. be detail-oriented and able to prioritize work J. be able to work in an unstructured environment with critical time demands. K. have excellent time management skills L. maintain client and business confidentiality M. have a high school diploma; with advanced training/education preferred N. have one or more years' experience in financial planning business is desirable O. hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired.

Requirements

I. SKILLS AND EDUCATIONAL REQUIREMENTS THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. have a working knowledge of basic computing. B. be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook C. be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. D. be able to work one on one with advisor in a time sensitive capacity. E. have excellent oral and written communication skills. F. have excellent interpersonal skills G. flexibility to work in a changing environment H. be able to work effectively individually and with all team members I. be detail-oriented and able to prioritize work J. be able to work in an unstructured environment with critical time demands. K. have excellent time management skills L. maintain client and business confidentiality M. have a high school diploma; with advanced training/education preferred N. have one or more years' experience in financial planning business is desirable O. hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired.

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-MN-St. Cloud
Employment Type Full-Time/Part-Time
Pay Type Hour
Pay Rate $14.25 - $16.50 /Hour
Store Type Accounting, Finance, Professional Services
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Company Overview

Accountemps

Accountemps, a Robert Half company, is the worldwide leader in temporary financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, audit and tax. Our relationships with top companies ensure that our employees enjoy competitive pay, and dynamic and ongoing assignments with the best opportunities for temporary and temporary-to-full-time employment. Learn More

Contact Information

US-MN-St. Cloud
Recruiter
320-240-0008
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Snapshot
Accountemps
Company:
US-MN-St. Cloud
Location:
Full-Time/Part-Time
Employment Type:
Hour
Pay Type:
$14.25 - $16.50 /Hour
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 02480-0010799458

Classification: Portfolio Assistant

Compensation: $14.25 to $16.50 per hour

We are looking for a Client Services Manager. The Client Services Manager will work directly with a primary financial advisor in all aspects of client service including taking client calls, communication with corporate office on client issues, workflow coordination regarding appointment materials needed, appointment follow-up and processing of transactions and forms and applications. The Client Service Manager is a licensed position (Series 7, 66 MN Life Variable Annuity). This allows the Client Service Manager to interact directly with the clients and to receive and execute trade orders from the clients and advisor. Reports to the Operations Director and takes work direction from individual advisors. I. DUTIES AND RESPONSIBILITIES THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. meet daily with advisor to coordinate advisor workflow and receive advisor work requests. B. review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor. C. complete work requests and serve as the advisor?s workflow liaison with other staff. D. handle service calls from clients, corporate office, or other professionals. E. record all client communication and interaction in Contact Manager. F. complete client investment transactions as directed by an advisor. G. compose client correspondence (letters, memos, faxes, etc.) as requested. H. resolve client issues and call client back when problem has been resolved. I. involve advisor when needed to assist in client issue resolution process. J. complete forms and applications following client appointments. K. submit all new business applications and checks to the corporate office in a timely manner. L. track all pending transfers of client assets and other transactions as needed. M. clean-up Contact Manager Database of clients no longer active, etc. N. follow-up for clients who have not scheduled their annual NaviPlan Review meetings. O. complete other projects or duties as requested by primary financial advisor or other members of the firm. I. SKILLS AND EDUCATIONAL REQUIREMENTS THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. have a working knowledge of basic computing. B. be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook C. be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. D. be able to work one on one with advisor in a time sensitive capacity. E. have excellent oral and written communication skills. F. have excellent interpersonal skills G. flexibility to work in a changing environment H. be able to work effectively individually and with all team members I. be detail-oriented and able to prioritize work J. be able to work in an unstructured environment with critical time demands. K. have excellent time management skills L. maintain client and business confidentiality M. have a high school diploma; with advanced training/education preferred N. have one or more years' experience in financial planning business is desirable O. hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired.

Requirements

I. SKILLS AND EDUCATIONAL REQUIREMENTS THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. have a working knowledge of basic computing. B. be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook C. be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. D. be able to work one on one with advisor in a time sensitive capacity. E. have excellent oral and written communication skills. F. have excellent interpersonal skills G. flexibility to work in a changing environment H. be able to work effectively individually and with all team members I. be detail-oriented and able to prioritize work J. be able to work in an unstructured environment with critical time demands. K. have excellent time management skills L. maintain client and business confidentiality M. have a high school diploma; with advanced training/education preferred N. have one or more years' experience in financial planning business is desirable O. hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired.

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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