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Investment Assistant

Company: Avidia Bank
Location: Hudson
Posted on: January 27, 2023

Job Description:

Avidia Bank

Equal Employment Opportunity/M/F/disability/protected veteran status

Position Overview:
Provides administrative support to assigned Financial Advisor(s) to deliver superior customer service and maintain accurate customer records. Complete processing for new investment accounts, redemptions, beneficiary changes, and other necessary account maintenance.

Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:
Provide customer service to existing and new customers in support of an assigned Financial Advisor. Work to build customer relationships and maintain a high level of customer satisfaction through one on one communications by phone, in person and by e-mail.
Respond to incoming customer inquiries by phone and /or e-mail
Maintain the calendar of assigned Financial Advisor including scheduling client meetings
Accurately input client data into investment systems, following established procedures to ensure exceptions are minimized.
Correspond with clients to complete new accounts, asset transfers, and other forms
Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
Maintain client records and update contact history as appropriate
Track referrals from bank business partners to the assigned Financial Advisor(s) from start to finish. Provide referring employees with status updates regarding the sales process.
Provide general administrative support to the Financial Advisor(s) as needed.
Other Responsibilities:
Perform related and unrelated duties as may be required.

Associate's Degree and three to five years related experience, or an equivalent combination of education and professional experience.
Prior experience in a brokerage or investment environment providing administrative support and/or customer service.
Series 6 or 7 License preferred but not required
Excellent oral and written communications, organizational and analytical skills.
Customer focus and a proven track record of working collaboratively with internal and external customers.
Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, and Access), CRM systems (Salesforce), and other business software platforms.
Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled



Keywords: Avidia Bank, Boston , Investment Assistant, Other , Hudson, Massachusetts

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