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Client Associate

Company: Welsh & Associates, Inc.
Location: Kalamazoo
Posted on: February 15, 2020

Job Description:

The Client Associate supports the Financial Advisor in servicing the needs of clients. Our ideal candidate enjoys being in the service of others, thrives in a fast-paced environment, has a willingness to learn and wants to be challenged.Requirements: Bachelors degree or equivalent experience in financial servicesFinancial services industry experienceSeries 66 license or combination of Series 65 & 63 preferred, or willingness to obtain Series 66Responsibilities: Maintain client relationships by processing requests and inquiries Updating client documents and information Conduct corporate outreachManage digital services to ensure they meet clients needs On-board new accounts by obtaining necessary information and documentationFacilitate account transfers Perform administrative tasks such as answering phones and scheduling meetings

Keywords: Welsh & Associates, Inc., Kalamazoo , Client Associate, Other , Kalamazoo, Michigan

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