<p><span style="color: rgb(0, 0, 0);"><strong>Location</strong>: On site listed in the job posting.&nbsp;</span></p><p><span style="color: rgb(0, 0, 0);"><strong>Weekly Scheduled Hours:&nbsp;</strong><span>Monday- Friday 8:30 AM–5 PM</span></span></p><p><span style="color: rgb(0, 0, 0);"><strong>Summary</strong></span><br><span style="color: rgb(0, 0, 0);">The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.</span><br><span style="color: rgb(0, 0, 0);">&nbsp;</span></p><p><span style="color: rgb(0, 0, 0);"><strong>Essential Duties And Responsibilities</strong></span><br><span style="color: rgb(0, 0, 0);">• Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.</span><br><span style="color: rgb(0, 0, 0);">• Extensive client contact , involved in all activities that align with prospective and existing clients</span><br><span style="color: rgb(0, 0, 0);">• Performs account maintenance including money transfer requests, address changes, etc.</span><br><span style="color: rgb(0, 0, 0);">• Serves as liaison and between sales team, compliance, and other business lines throughout the firm</span><br><span style="color: rgb(0, 0, 0);">• Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures</span><br><span style="color: rgb(0, 0, 0);">• Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation</span><br><span style="color: rgb(0, 0, 0);">• May attend client meetings, prospect meeting, and client/marketing events</span><br><span style="color: rgb(0, 0, 0);">• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.</span><br><span style="color: rgb(0, 0, 0);">• Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support</span><br><span style="color: rgb(0, 0, 0);">• Fulfill financial advisor requests and resolve service-related issues and inquiries</span><br><span style="color: rgb(0, 0, 0);">• Process tasks and resolve issues in a timely and accurate manner</span><br><span style="color: rgb(0, 0, 0);">• Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times</span><br><span style="color: rgb(0, 0, 0);">• Maintain a focus on continuous improvement and provides feedback on system enhancements</span><br><span style="color: rgb(0, 0, 0);">• Master technology to ensure it is being used to its full benefit.</span><br><span style="color: rgb(0, 0, 0);">&nbsp;</span></p><p><span style="color: rgb(0, 0, 0);"><strong>Qualifications</strong></span><br><span style="color: rgb(0, 0, 0);">To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:</span><br><span style="color: rgb(0, 0, 0);">1. 0-2 years’ experience required; 2-4 years’ experience preferred</span><br><span style="color: rgb(0, 0, 0);">2. High School diploma required for consideration (or equivalent); Bachelors preferred</span><br><span style="color: rgb(0, 0, 0);">3. Proficient use of Microsoft Excel, Word, Outlook &amp; PowerPoint required, experience with DocuSign preferred</span><br><span style="color: rgb(0, 0, 0);">4. Accurate typing, spelling &amp; grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful</span><br><span style="color: rgb(0, 0, 0);">5. FINRA Licenses : Series 7, 66/63 preferred</span><br><span style="color: rgb(0, 0, 0);">6. Appropriate State Life &amp; Health Insurance licenses preferred&nbsp;</span></p>