Job Title

Position Overview/Summary Perform support and sales for a financial advisor in meeting the needs of our clients. Performs a wide array of duties ranging from administrative activities, such as opening new accounts and performing account maintenance, including managing a book of clients and making recommendations. Position Responsibilities Place trades (buy/sell) and complete necessary documentation to handle the processing of trades.Handle phone calls, and e-mails from clients and take action needed in response to inquiry. Communicate actions taken to advisor that pertain to him/her directly, and record in Contact Management System (CRM).Review the CRM dashboard daily and identify items that need to be addressed and handled, confirm the task is completed, and record notes in CRM.Meet with clients to review new business document, obtain signatures, establish online access.Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling.Contact clients with any changes in their accounts.Assist with answering phone calls or delegating faxes to appropriate staff.Required Skills & Experience Minimum of two years' experience in the financial services industrySeries 7 or 6 registrations Preferred.Experience utilizing a Contact Management System (CRM)Excellent oral and written communication skillsExcellent people skills; enjoys constant interaction with clients.Ability to work independently with good problem solving and time management skills.