This job has expired, please see additional jobs below
Investment Services Client Associate
SWBC
San Antonio, TX, United States
Job Details - this job has expired, please see similar jobs below
SWBC has been recognized as one of the Best Companies to Work for in Texas and has an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm.
Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.
SUMMARY
Provides assistance to the Financial Advisor to build the business, uncover new opportunities, and service existing client base and enhance production.
ESSENTIAL DUTIES
• Contacts existing client base by phone for appointments and confirms and schedules appointments for advisors.
• Travels to branches or other required locations when needed to cover appointments, seminars, and client event.
• Provides telephone customer service to brokerage and investment clients by providing accurate information regarding their investment; answers questions regarding existing accounts; and handles administrative requests such as account changes.
• Assists the Financial Advisor with accepting trades and providing consultation and recommendations to existing clients and potential clients.
• Maintains account documents, forms, and reports and submits business to operation.
• Organizes and directs marketing campaigns including direct, email and advertising campaigns and prepares client presentations.
• Coordinates all aspects of client appreciation and prospecting events in order to increase exposure and earn more business; and conducts active follow-up after events to uncover opportunities.
• Gathers sales and productivity information for Financial Advisor and produces reports as directed by department management for activities within the investment program and/or advisors.
• Performs other duties as required.
MINIMUM REQUIREMENTS
• Must have an Associate’s in Business, Finance, Marketing, or related field or equivalent experience. Bachelor’s Degree is preferred.
• Must have current Texas driver’s license and excellent driving record. Series 7, 63, and 65, Group I insurance license preferred.
• Must have at least two to three (2–3) years in investment based sales support, client relationship/service, or related experience.
• Must have working knowledge of investments, insurance, financial products, financial planning, and use of financial planning tools.
• Must have excellent communication (verbal and written) and telephone etiquette skills.
• Must have strong analytical/problem solving skills.
• Must have strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality.
• Must be proficient in standard Office software such as Word, Excel, Access, and PowerPoint; and ability to work with a variety of finance/investment systems.
• Must have excellent interpersonal and organizational skills.
• Must be able to work in a fast paced professional environment with heavy phone-based customer interaction.
• Must be able to work in a team and support multiple Advisors in multiple locations.
• Must be able to sit for long periods of time assisting customers on the phone and while executing, updating, and validating computer applications and data.
• Must be able to stoop, kneel, and lift 10-20 lbs. of files or other documents.
• Must be able to travel locally.
ADDITIONAL INFORMATION
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users.
SWBC offers an excellent employee benefits package that includes: 401(k) with company match, medical/dental, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies. SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Only those candidates who meet the minimum requirements need apply.