Client Service Manager - Finance / Investments - Full-time / Part-time

$48,000 - $60,000, depending on experience.  North Shelby Co.  

IF you’re sick of burning yourself out each day, working high-maintenance clients, high-stress investments, and long hours… read on!  We offer Mon-Fri, 8:00 AM – 4:30 PM schedule, very low maint. client base, less fund volatility, business casual environment and lower stress.

REQUIREMENTS

• Alabama securities license, or AL Life/Health license
• 5-7 years’ finance / investment office experience, OR…
• … recent bachelor’s degree / graduate with minimal experience
• Quick to learn, with grasp of finance and investment concepts
• Understanding of a personal financial statement
• Ability to establish quick rapport with customers/clients – personable
• Solid MS Excel skills (strong formatting skills – columns, appearance, etc.)
• Strong computer skills; social media savvy
• 100% trustworthy - ability to maintain high level of confidentiality, integrity
• Excellent communication skills – verbal and written
• Eye for detail; able to prioritize work and follow processes

YOU WILL BE working with a Financial Advisor (FA) and administrative assistant, providing clients with a positive, professional financial planning experience.  Some of your day will include:

• Pulling reports from web sites and proprietary system – usually into Excel format
• Gathering financial reports/records from clients
• Conducting research & analysis with the FA
• Handle – and document – client communication, follow up, etc.
• Help maintain client accounts
• Prepare letters, forms, spreadsheets, etc. – to both assist current clients, and to support new client prospecting
• Process checks and securities
• Ensure all processes are compliant within FA’s practice

If you meet the requirements above, and just want to work with two great people, please email resume and brief introduction/cover letter to:

life insurance license, life & health, series 6, series 7, series 63, series 65, IAR, FINRA