9258 Wealth Management is a full service financial services firm with an emphasis on providing premier financial advice and guidance to the local affluent marketplace.

Job Description

Primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Responsibilities

• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
• Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
• Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships
• Assist with marketing efforts and plan client events
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
• Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

• Series 63/65 (or 66) required (within first six months of hire)
• 2+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, and Outlook), and can quickly learn internal software programs
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be able to maintain the highest level of confidentiality
• Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
• Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment
• Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Cincinnati, OH 45242: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Preferred)

Work Location: One location

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