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Financial Advisor Asst IBank of New York Mellon - Pittsburgh, PAResponsible for assisting Financial Advisors in meeting the investment servicing requirements of their clients. Handles routine customer inquiries, exercises initiative in researching, analyzing and resolving problems and exercises judgment in handling routine customer requests in the Financial Advisor's absence. Handles routine brokerage account transactions and inquiries for clients. Assists in processing account opening/transfer/closing documents for investment and brokerage accounts. Must ensure a high level of customer satisfaction while adhering to policies, procedures, auditing and regulatory requirements. Maintains working knowledge of all product features and auditing and regulatory requirements. Assists Financial Advisor in identifying investment sales opportunities by gathering customer...originally from Job.com - More Tools...
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