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Business Financial Support Specialist

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Job Summary

This role offers an exceptional opportunity to collaborate with a dedicated advisor/team of financial professionals and provide outstanding service to clients.

Key Responsibilities
  • Support Client Relationship Managers/Client Service Associates in servicing clients through operational and analytical support.
  • Prepare Client Relationship Managers for sales presentations and interactions with clients.
  • Execute routine transactions, such as completing and processing client paperwork.
  • Gather and document information to ensure compliance requirements are met.
  • Assist in providing advisor team support on pipelines, tasks, and communications.
Client Outreach Functions
  • Manage administrative client correspondence through emails and phone, including acknowledgments, invitations, and requests for account-level information.
  • Contact clients to gather factual information, such as age, address, income, and marital status.
  • Contact clients to confirm existing account-level information, such as liquidity needs, risk tolerance, and investment timeframe.
Required Skills and Qualifications
  • Bachelor's or Master's degree in finance discipline.
  • Excellent communication skills, proven written and oral communication skills with client service orientation.
  • Ability to meet strict timelines per agreed SLAs for advisor practice.
  • Strong interpersonal skills and willingness to work in a team structure.
  • Willingness to obtain licensing certifications as needed in the future.
Favorable Qualifications
  • Prior experience in customer-based interactions roles, both written and verbal.
  • Experience interacting with financial advisors is preferred.
  • Exposure to financial products, such as mutual funds, insurance, and retirement services, is an added advantage.