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AnchorPoint Financial · 1 day ago

Service Assistant

Fayetteville, AR

Full-time

Hybrid

Entry Level

2+ years exp

AnchorPoint Financial is a successful Financial Planning Practice in Fayetteville, AR, seeking a qualified professional for the full-time role of Service Assistant. The position requires excellent customer service and problem-solving skills to provide reliable information to advisors and clients efficiently and professionally.

AdviceFinancial ServicesWealth Management

Hiring Manager

Scott Accamando

Responsibilities

Responsible for client contact which includes communication by phone and email

Clients servicing to include general account inquiries, account changes, distributions, allocation changes, beneficiary changes, account updates, etc

Investment Research and Trading

Client appointment preparation (running performance reports)

Assistance with scheduling client appointments via our scheduling software

Monitor incoming and outgoing mail

Document client interactions via our Client Relationship Management (CRM) system (Redtail and potentially Salesforce)

Prepare and submit client paperwork and financial transactions

Prepare and process paperwork for new & existing business on the Pershing platform for investments, and direct with other investment and insurance companies

Respond to and correct paperwork not in good order

Other projects and tasks as assigned

Qualification

Customer service experienceWordExcelSeries 6/7 FINRA registrationsPershing trading platform experienceEMoney financial planning softwareProblem solverCritical thinkerOral communicationWritten communicationDetail-orientedTime managementOrganizational skills

Required

Excellent customer service and problem-solving skills

Extremely organized

Detail-oriented

Self-starter

Ability to develop strong client relationships

Excellent oral and written communication skills

Ability to work independently

Problem solver and critical thinker

Ability to anticipate client and advisor needs

Capable of working under deadlines

Ability to do research to answer questions independently

Excellent time management

Proficiency in Word and Excel required

Customer service experience required

Preferred

Series 6/7 FINRA registrations

Pershing trading platform and eMoney financial planning software experience

Organizational and time management skills (i.e., ability to manage multiple priorities)

Preferably securities registration with at least 2 years of previous experience in a sales support and service role or the equivalent combination of education and experience for the right candidate