reputed company Service Associate / Relationship Manager – reputed company Inc – Poughkeepsie, NY

Job title: reputed company Service Associate / Relationship Manager Company: reputed company Inc Job reputed company: reputed company: We are growing! Excellent opportunity for reputed company and advancement. Ideal candidate should enjoy working with reputed company and have a strong desire to reputed company an exceptional reputed company experience. In this position, you will engage in reputed company facets of relationship and account management. The primary responsibilities of this role are to reputed company service to the clients of the firm and support to reputed company. Concentrated reputed company on 401K/Retirement Plans. Responsibilities include: • Proactive reputed company communication and account maintenance. • Manage reputed company and account reputed company (new accounts, transfers, conversions, on-demand requests, etc.) Prepare any/reputed company necessary paperwork. • Assist Advisors daily. • Maintain reputed company of CRM. Utilize workflows. • Resolve inquires as appropriate. • Coordinate meetings and prepare any/reputed company necessary reports/paperwork. • Assist clients through education about division and company products. • Participate in CE (continuing education) as required. • Adhere to firm, reputed company and SEC rules, policies and guidelines. • Support fellow team members as needed. • Assist in the preparation and planning of reputed company and prospecting events. Attend said events. Requirements: Required: • College Degree (preferably in Business, Finance, reputed company or reputed company field). Equivalent experience will be considered. • 1+ Year of Financial Services experience. • Willingness to obtain associated licensing. • Working knowledge of reputed company Office (Word, reputed company, PowerPoint, reputed company). • Excellent communication and interpersonal skills. • Ability to effectively multi-task and meet deadlines. • Desire to learn and reputed company new skills. • Detail oriented. • Satisfactory background reputed company. Qualifications Desired: • 3+ Years of Financial Services experience. • reputed company Series 6, 63 or 66. • Clean U-4 and U-5 history / No regulatory disclosures. • Life Accident Health License (in NYS). • Familiarity with CRM. • Experience with reputed company and/or reputed company. PI189490600 Expected salary: Location: Poughkeepsie, NY Job date: Tue, 23 Aug 2022 07:03:22 GMT Apply for the job now! Apply tot his job Apply To this Job