High Net Worth Service Associate

    • Full-Time
  • Philadelphia, PA

A customer obsessed individual with FINRA licenses & experience in finance; Focused on delivering high performance & quality interactions to clients with $250k+ assets held.

Day in the Life
• Field an average of 50-60 inbound client calls
• Outbound calls are an exception basis for follow up
• Schedule adherence, breaks, lunches and after call work are
tracked with our call system
• Structured/Repetitive environment
• Busiest during RMD/Tax Season: November-End of April
• Summers may offer more OPA for development

 

Role Highlights

• Consistently deliver efficient, high-quality, and comprehensive
service to clients with $250k +
• Take ownership in the resolution of simple problems and
triage complex situations
• Accurately perform equity, mutual fund, client assistance with
managed accounts and other complex trades

Value of the Role
• Opportunity to expand industry knowledge on brokerage side of business, along with extensive managed account &
advisory services exposure.
• Develop skills to take ownership of complex & robust
transactions/problem resolution for our HNW customers

Requirements

• 1-3 years experience

• Series 7, 63 active

To apply for this job email your details to hr@infiniasearch.com