Investment Assistant
Company: Avidia Bank
Location: Hudson
Posted on: January 27, 2023
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Job Description:
Avidia BankEqual Employment Opportunity/M/F/disability/protected
veteran statusDescription: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-mailMaintain the calendar of assigned
Financial Advisor including scheduling client meetingsAccurately
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
formsHandle routine matters for client accounts, including
processing name and address changes, account applications and bank
authorizations, answering client questions via telephone and face
to faceMaintain client records and update contact history as
appropriateTrack 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.Requirements:Qualifications: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 requiredExcellent 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/DisabledMember FDIC/DIFPM21PI200789008
Keywords: Avidia Bank, Boston , Investment Assistant, Other , Hudson, Massachusetts
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