Top 2 Investment advisor assistant Jobs in Jacksonville Fl

Client Service Assistant
Agility Wealth Management —Jacksonville, FL
- Full-time
- Microsoft Outlook
- Writing skills
- Office
- Paid holidays
- Health insurance
Quick Apply
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Truist Bank —Ponte Vedra Beach, FL
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays

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Client Service Assistant

Agility Wealth Management
Jacksonville, FL

Quick Apply

Job Details

Full-time
9 days ago

Benefits

Paid holidays
401(k) 3% Match
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial planning
Confidential information handling
Microsoft Outlook
Spreadsheets
Writing skills
Data interpretation
Adaptability
Marketing

Full Job Description

Job title: Client Service Assistant

Jacksonville, FL

What we do:

We help people invest money for retirement, long-term objectives, and also work with companies to help manage their group employee retirement plans.

What you will be doing:

As a Client Service Assistant, you support financial advisors in their daily workflow. This includes providing client relationship support, managing client deliverables, and providing support throughout the financial planning and investment process. The Client Service Specialist will be responsible for documenting all activities in our CRM and implementing solutions through our back office.

More details on what you will be doing:

Interacts daily on the phone and in person with prospective and existing clients in order to handle basic inquiries.

Processes and follows up on client documentation for proper maintenance of accounts.

Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.

Assists financial advisors with marketing efforts and scheduling.

Receives cross-training and assists with other operational functions as required.

Skills needed to support what you will be doing:

Position requires high level of responsibility regarding confidential information; must maintain confidentiality at all times.

Operation of standard office equipment and required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. (Proficient in Microsoft Excel, Word and Outlook.)

Uses appropriate interpersonal styles to communicate effectively, both orally and in writing, with all types of people.

Provides a high level of customer service.

Ability to adapt to shifting priorities and must be able to prioritize.

Ability to convey detailed or important instructions or ideas accurately.

Must be comfortable evaluating a situation, exercising judgment, and independently making a decision.

The individual must identify and resolve problems in a timely manner, while using unique and creative problem-solving skills.

Be able to gather and analyze information skillfully.

Ability to maintain and contribute to a positive office culture.

High level of emotional intelligence.

Pay and Benefits (Full Time position):

Health insurance, 3% 401(k) match, and paid days off (stock market holidays) are part of our benefits. Ability to grow with the company.

Resumes and questions can be sent to [email protected]

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Physical setting:

Office

Schedule:

Monday to Friday

Ability to commute/relocate:

Jacksonville, FL : Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

Job Type: Full-time

Benefits:

401(k)
401(k) 3% Match
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Ability to Relocate:

Jacksonville, FL 32246: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment advisor assistant jobs in jacksonville fl

Client Service Assistant

Brokerage Registered Client Service Associate - Ponte Vedra, FL

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