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ATR International · 9 hours ago

Specialty Recruiter

ATR International is seeking a Specialty Recruiter to provide client service, operational marketing, and administrative support to Private Client Advisors in Wealth Management. The role involves supporting Advisors' book of business, managing client relationships, and ensuring compliance with operational procedures.

Human ResourcesRecruitingStaffing Agency
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Diversity & Inclusion
Hiring Manager
Christian Wong
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Responsibilities

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Evaluate, interview and present qualified candidates to hiring manager for review. Utilize the complete functionality of Ap

Qualification

Series 7 licenseSecurities Industry Essential (SIE)Series 66 licenseLifeHealth Insurance licenseClient serviceOperational marketingAdministrative support

Required

A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

Company

ATR International

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ATR International is a technical staffing firm that offers staffing and consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Brenholz
Co-Founder
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Company data provided by crunchbase