Keystone Financial Management, located in Nazareth, Pennsylvania is seeking to expand their service team and is in search of a Registered Support Advisor to provide comprehensive support to our firm clientele. This is a unique opportunity for an entrepreneurial minded individual who is looking to join a team in pursuit of superior customer service. Initially the position will be customer service and support oriented, but opportunity exists to transition into sales/business development. Candidate must have proper licenses (see below) and industry experience.
Assist in processing client requests (withdrawals, reallocations, beneficiary changes)
Respond to client requests for information and overseeing account management.
Utilize various systems/applications (Outlook, CRM, custodian websites, etc.) to obtain information and execute service requests
Consistently gather client data and input into systems (CRM, Financial Planning Software)
Handle incoming client questions and concerns regarding their investments
Follow up with clients in an efficient, timely manner
Assist with prep and distribution of client communications
Assist in preparation of client meetings, conversations, and presentations
Research client requests, interpret information, and effectively communicate
Identify problems immediately and escalate issues to appropriate internal or corporate leaders to seek timely resolutions
Perform account maintenance including, but not limited to; integration into our planning process, opening new accounts, migrating existing accounts, fund disbursements, goal changes, insurance review, and placing trades.
Assist with the development and implementation process of internal operational improvements to enhance efficiency of our client service model for continued growth of client satisfaction and service delivery.
Attend and engage in local and regional firm meetings
Other duties as assigned
Outgoing, personable, engaging, with a passion for client service
Strong written and verbal communication skills
Consistent follow-up and follow-through capabilities
Detail-oriented with ability to prioritize and organize workflow
Excellent customer-facing skills
Professional attitude, demeanor, and appearance
Able to work both independently and part of a team
Problem solving and time management skills
Must be an above average communicator with exceptional interpersonal skills
High degree of confidentiality and discretion regarding client information
Strong understanding of investment business/products/services
Strong analytical and critical thinking skills
Strong organizational and time management skills with the ability to set priorities and meet deadlines.
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building, and participating in Firm marketing & community involvement efforts
Experience in Financial Services, preferably wealth management.
Bachelor's degree in Business/Finance or related field
Series 7/65 required, CFP® or other designations a plus
Life/Health Insurance License
Proficient in Microsoft Office Suite (365, Outlook, Excel, Word)
Salesforce, SmartOffice (CRM) and eMoney/MoneyGuidePro experience a plus
Experience with Morningstar Advisor Workstation a plus
Additional Salary Information: Compensation based on qualifications and experience; bonus incentives are possible. Medical, Dental, Vision Insurance. 401(k) with matching, PTO