Financial Client Service Specialist
EWP Operations, LLC•Duluth, MN
•$45,000 - $76,000•Onsite
About The Position
Echelon Wealth Partners is a fast-paced financial services practice. Our mission is to bring profound impact to the lives of our clients, team members and the community. Our Values are Trust, Integrity and Excellence. Echelon Wealth Partners is in the top 1% of all Ameriprise Financial franchise practices.
Requirements
- Bachelor's degree
- Securities Industry Essentials (SIE), Series 7, Series 66, State Life/Health Insurance Licenses or willingness to obtain
- 1-2 years of related experience
- Excellent verbal and written communication
- Effective communication with clients and other advisors/staff
- Positive Attitude and sincere willingness to constantly learn and grow
- Proficient in Microsoft 365 technology
- Organization
- Time management
- Service orientation
- Critical thinking
- Active listening
- Coordination
- Positive attitude
Responsibilities
- Provide administrative support to Financial Advisors
- Execute trades and transactions for clients
- Provide relationship support through managing, gather and analyzing client data
- Work with clients to resolve issues
- Prepare and process client applications and checks
- Perform a variety of routine clerical tasks.
- Various computer applications, such as database management and word processing.
- Creates, maintains, and enters data into databases.
- Schedules appointments using Salesforce CRM software.
Benefits
- 401(k)
- health insurance
- vacation and sick leave
- life insurance
- disability insurance
- advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
