FNBO
Finance
AssociateII,ClientRelationsAssociate
“Associate II, Client Relations Associate at FNBO. Skills: customer support, practice management, investment solutions, financial planning, client relations. Provides daily customer support. enables the efficient and effective practice management of our Financial Advisor teams”
Industry & Context.
Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions; Apply expertise to solve customer issues using sound analytical thinking and identify innovative solutions; Engage internal or external resources when necessary for more complex customer issues
What They're Looking For.
Must Have
FINRA Series 7 and 66 (or Series 7, 63 & 65) registrations, State Life, Accident & Health and Variable Contract insurance licenses, Working knowledge of all standard concepts and procedures with area of expertise, Excellent orientation to detail, Ability to review documents or information with accuracy for errors or omissions, Ability to deliver clear, articulate and concise messages, both verbally and written, Demonstrated proficiency in writing and able to develop presentations, documents or standard reports that are clear and understood, Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions, Ability to identify areas where efficiency and process improvement are needed, Ability to work collaboratively and cohesively within a team environment, Ability to listen to customer’s needs and deliver a comprehensive solution, Understands and contributes to intended customer experience of helpful, easy and personal
Nice to Have
AWMA, CRPC, FPQP, ability to earn accreditation
What You'll Do.
Provides daily customer support
enables the efficient and effective practice management of our Financial Advisor teams
support the delivery of advice
guidance and investment solutions to individuals to build and maintain financial wellbeing
support Advisor(s)and customers with basic to comprehensive investment
insurance and financial planning needs
Meet regularly with Advisor(s) and manage the daily servicing needs for assigned customer portfolio
Maintain the new customer onboarding service model and standards
Anticipate customer needs
recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor
Properly execute on transactions in a timely manner
Prepare and maintain appropriate documentation ensuring completeness and accuracy
Follow through on the submission of documents to ensure timely and accurate completion
Complete Client Instructed Trades under the supervision of the Advisor(s) for less complex or self-directed clients
Monitor account activity by reviewing and validating daily transactions
Support the documentation of all customer contacts
written and verbal to confirm customer discussions and actions
Monitor portfolio of accounts
notify Advisor of outstanding balances and anticipated cash needs
Coordinate with Advisor(s) to schedule and facilitate customer reviews
Assist Advisor(s) with the financial planning process
including data collection and entry
Complete the annual review process for less complex clients as assigned by the Advisor(s) in a timely manner
Apply expertise to solve customer issues using sound analytical thinking and identify innovative solutions
Engage internal or external resources when necessary for more complex customer issues
Assist Advisor(s) with the planning
coordination and execution of marketing plan and customer touchpoints
Attend cross-functional meetings on behalf of the Advisor(s) to provide knowledge and insights on Wealth Management customers
Complete and submit Annuity orders to support client goals and advisor recommendations
How You'll Work.
Team & Collaboration
work collaboratively and cohesively within a team environment; Coordinate with Advisor(s); Attend cross-functional meetings on behalf of the Advisor(s)
Communication Scope
Ability to deliver clear, articulate and concise messages, both verbally and written; Demonstrated proficiency in writing and able to develop presentations, documents or standard reports that are clear and understood; Ability to listen to customer’s needs
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