Hunt Valley, MD
Who Staffing is looking for a Client Service Associate / Marketing Assistant for a fulltime, direct hire opportunity with our client in Hunt Valley, MD.
Job Summary:
Our client is a busy wealth management firm dedicated to their client’s pursuit of their financial goals. Our clients’ service is paramount and is first in all that they do. They work together with high-net worth individuals and their families by building strong, long-term relationships based on trust and unparalleled integrity.
They are seeking an experienced and organized individual to join their team. The successful candidate is experienced in a similar role, highly organized, professional, and dependable with a high degree of integrity. You will handle a variety of different roles as you work together as a team toward our clients’ success.
Job Responsibilities:
· Receive and process incoming mail
· Field client phone calls in a professional and friendly manner
· Receive and greet client visitors
· Assist with client accounts and inquiries
· Schedule client review meetings for advisors
· Prepare client meeting materials for the advisors
· Maintain accurate records of all incoming and outgoing correspondence
· Scan and file documents
· Assist advisors with client needs and related tasks
· Assist with client account documents
· Assist with marketing and assigned projects
· Assist with client/website communications
Social Media:
· Knowledge of the operations of LinkedIn
· Creation of “Financial Services Blogs” as identified by the Financial Advisor (FA). After completion and approval. These Blogs are to be posted on LinkedIn
· Working with a Marketing Company to design post templets and (any required) graphic design
· Working with Compliance to ensure that all posts are approved before posting
· Manage the scheduling of Posts
· Re-purpose the posts and re-send to prospects (in the form of emails) as directed by the FA
· Evaluate (with FA) effectiveness of the Blogs / Posts
· Maintain a “Blog Library” of all Posts on the Teams Website
Events Planning:
· Develop Financial themed Events as offered by FA
· Select Event location and work with venue owner to schedule the event
· Plan all details for the event (Food, seating, speaker etc.)
· Prep and communicate invitations
· Follow-up calls (as required) to ensure attendance
· Manage responses and work with FA to ensure desired attendance
· Develop Agenda with the FA
· Work with sponsors to communicate details and ensure funding is received
· Coordinate follow-up with attendees as directed by the FA
Job Requirements:
· College degree
· Previous financial industry experience (1-2 years) preferred
· Exceptional written and verbal communication skills
· Ability to work in a fast-paced environment
· Pleasant and friendly demeanor and personality
· Highly organized
· Ability to multi-task under pressure
· Self-motivated individual
· Desire to provide stellar client service at all levels of engagement
Preferred Qualifications:
· Bachelor’s degree
· Wealth management experience working with high-net worth individuals
· Series 7 preferred but not mandatory
Benefits:
· 401(k)
· 401(k) matching
· Health insurance
· Paid time off
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