Responsibilities

• Serve as support contact for assigned client relationships
• Communicate regularly with assigned clients to provide advice/recommendations
• Independently conduct client meetings
• Provide high quality, high touch service to McKay Wealth Management clients
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, product partners, branch/operations areas and other staff in a timely and professional manner
• Manage general account inquiries and maintenance, including but not limited to: transactions, holdings, balance, and address changes
• Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services:
• account opening and funding
• transfer of securities
• processing trades and other transactions
• statement requests
• tax reporting inquiries
• support of online service

Knowledge, Skills, and Abilities

• Able to work both independently and as a team player with strong administrative and problem solving skills
• Ability to multi-task and exercise good judgment by recognizing urgency and prioritizing accordingly
• Ability to adapt to a rapidly changing business and technology environment
• Exceptional problem-solving skills
• Strong communication skills (verbal and written)
• High degree of confidentiality and latitude
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
• Ability to learn company specific software and databases

 Qualifications

• Bachelor’s degree or equivalent financial services/banking industry experience required
• Series 7 and 66 licenses required for position, and preferred upon hiring, but must be obtained within 120 days of hire
• Client service experience preferred