- Baton Rouge, Louisiana, United States
Provide exceptional client service and support to Financial Advisors and Private Wealth Advisors, managing client accounts, transactions, and administrative tasks.
Responsibilities
- Support FA/PWA/team in cultivating and enhancing client relationships
- Execute money movement transactions
- Answer non-investment related client questions
- Enter profile information and pre-fill account documentation
- Educate clients on digital tools (MSOnline, eSign, eAuthorization)
Requirements
- High School Diploma/Equivalency
- College degree preferred
- Nice to have: College degree
- Nice to have: Two or more years of industry experience