Client services administrator

The Financial Advisory Group, an independent financial services provider based in York, Pa., has an immediate opening for a full-time Client Services Associate . We have developed an approach that provides families with a clear path toward important lifetime financial goals and seek an outgoing experienced professional to join our team. This position is eligible for an annual bonus ranging between $4000-$8000, payable quarterly. This is a full-time in the office position.

Qualified candidate will possess :

* Proficiency with Microsoft Office suite.

* 3+ years’ relevant client experience and administrative experience in our steady paced environment.

* High school diploma required plus college coursework or degree desirable.

* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred but not required for position.

* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

This position will serve a key support role to ensure the turnkey client experience is memorable and positive. Our ideal candidate will possess excellent interpersonal, computer, math and organizational skills, be detail-oriented and have excellent written and verbal skills.

Responsibilities will include:

* Opens new client accounts and research client and security information using internal databases and other technologies

* For proper maintenance and to meet firm and industry requirements, ensure client paperwork and documentation is accurate and correct prior to submission and processing

* Prepare letters, forms and reports to assist with servicing existing clients

* May enter orders at the direction of the Financial Advisor

* Facilitate client cash flow needs including systematic income and one-time withdrawals.

* Accurately organize and compile relevant client information and notes in our CRM, planning, imaging, and all other business systems.

* Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

* Provide superlative hospitality and client experience to every client

* Support Financial Planners in our boutique practice

The Financial Advisory Group is an SEC Registered LPL Financial Investment Advisor. We offer a competitive salary, periodic bonuses, competitive benefits to include health, dental, vision, short-term and long-term disability, life insurance and a 401(k) plan plus a generous paid time off benefit in addition to the opportunity for professional growth within the role in our established business. Hours are Monday through Friday 8:30AM – 4:30PM. Qualified candidates should send resume with salary history to: [email protected]. Please reference: Client Services Associate in the subject line. Pre-employment background screen required. No phone calls or walk-ins please. EOE

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Education:

• Associate (Preferred)

Experience:

• Client services: 3 years (Required)
• financial services industry: 1 year (Preferred)

License/Certification:

• Series 7 license (Preferred)

Ability to Commute:

• York, PA 17403 (Required)

Work Location: In person