It’s an exciting time to be in the financial industry. Huge success is possible. But, to be successful, you need a strong ability to be creative and solve problems as well as have a deep desire to help others find financial security. You really must be a natural people person!
McKay Wealth Management is looking for that kind of Client Service Advisor. Are you looking to make a move to an organization more in line with your values, culture and your desire for growth? Perhaps you have already begun work on your necessary licenses and are eager to get into your first position. We are looking for the right person to fill this seat. If you think this is right for you, let’s continue the process.
Summary of Essential Duties:
The Client Service Advisor is the primary point of contact for McKay Wealth Management clients. Having such frequent contact makes the Client Service Advisor a key contributor to client satisfaction and client retention, both of which are essential to growth in revenue and profitability. He/she will be responsible for delivering the firm’s premium client service through direct client interaction, paperwork processing and behind the scenes coordination with other team members. This position requires knowledge of the core tenets of investments, financial planning, experience in a planning support role and the ability to interact with clients at a high-level. The Client Service Advisor demonstrates grace and stability under pressure, a positive attitude and the ability to handle a heavy workload.
Serve as support contact for assigned client relationships
Communicate regularly with assigned clients to provide advice/recommendations
Independently conduct client meetings
Provide high quality, high touch service to McKay Wealth Management clients
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, product partners, branch/operations areas and other staff in a timely and professional manner
Manage general account inquiries and maintenance, including but not limited to: transactions, holdings, balance, and address changes
Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services:
account opening and funding
transfer of securities
processing trades and other transactions
tax reporting inquiries
support of online service
Knowledge, Skills, and Abilities
Able to work both independently and as a team player with strong administrative and creative problem-solving skills
Strong verbal and written communication skills – emotionally intelligent
Ability to assess priorities and execute according to urgency
Adaptable to a rapidly changing business and technology environment
Highly creative with exceptional problem-solving skills
High degree of confidentiality and latitude
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
Ability to learn company specific software and databases
Bachelor’s degree or equivalent financial services/banking industry experience required
Series 7 and 66 licenses required for position, and preferred upon hiring, but must be obtained within 120 days of hire
Client service experience preferred
Complete application and submit with a cover letter indicating why you believe you are a fit for this position.
About McKayWealth Management
We provide more than sound investment advice. We assist our clients by developing personalized plans that seek to address their total wealth picture and changing needs over time. We work with your other professional advisors, such as attorneys and accountants, becoming part of a larger collective effort to address your investment, estate, and tax planning concerns, providing a more cohesive prospective for your financial situation.