Senior Wealth Advisor building and deepening client relationships while managing financial portfolios for Baldwin Group. Delivering comprehensive financial planning utilizing integrated advice platform.
About the role
- Financial Services Operations Representative providing transaction-processing services for Mutual Fund clients. Collaborating with team to deliver proactive solutions and maintain accuracy.
Responsibilities
- Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy.
- After attending formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up.
- Meet and surpass quality and productivity objectives within current role; bringing a quality mindset to all aspects of the work.
- Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes.
- Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally.
- On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests.
- Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends.
- Coordinate and participate in special projects as assigned. Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes.
Requirements
- Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills.
- Service related skill set with ability to maintain a strong attention to detail and accuracy.
- Demonstrated ability to meet deadlines, remain adaptable and flexible with change.
- Exceptional written and verbal communication skills.
- Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions.
- Self-motivation with demonstrated ability to work and collaborate in a virtual environment.
- High School Diploma or equivalent with 1-year work-related experience.
- Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and/or phone related experience.
- 1-2 years business experience in customer support, customer service, or transfer agency roles required for Rep. II and III.
Benefits
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
Job title
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Degree requirement
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