Financial Executive Client Service Associate

partnersfcu
Any Location, FL
Category Customer Service
Job Description
Partners Federal Credit Union is seeking a Financial Executive Client Service Associate to provide dedicated, exclusive, and comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or supports multiple Wealth Advisors with accumulated AUM totaling $100 million or more.

Requirements

  • Assist Executive Wealth Advisors through the entire sales cycle
  • Address all member and member clients’ servicing needs
  • Perform financial transactions on behalf of Executive Wealth Advisors and clients
  • Exercise sound judgments during contact with current and/or prospective clients
  • Maintain and update contact management system (CRM) and ensure distribution of routine client letters
  • Assist with sales tracking, including data compilation and entry into Synapsys (referral) system
  • Support Partners Retirement and Wealth Management’s business plan, budget and marketing functions
  • Develop and apply sufficient knowledge of the securities and insurance industries to better serve current and prospective clients
  • Provide assistance for meeting and event coordination and planning
  • Act as primary contact for the PRWM management and Executive Wealth Advisors – carrying out business objectives and strategy via effective executions
  • Develop and maintain relationships through telemarketing with existing and prospective clients, The Walt Disney Company, operating participants and other entities to support Partners Retirement and Wealth Management’s overall goals and objectives
  • Keep current with LPL and industry regulations to ensure all compliance needs/requirements are met/satisfied

Benefits

  • Generous Paid Time Off
  • 401k Matching
  • Retirement Plan
  • Visa Sponsorship
  • Four Day Work Week
  • Generous Parental Leave
  • Tuition Reimbursement
  • Relocation Assistance
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