[Remote] Associate II, Client Relations Associate

Note: The job is a remote job and is open to candidates in USA. First National Bank GH is dedicated to the success of its employees and is looking for a Client Relationship Associate II. This role involves providing daily customer support and managing the practice for Financial Advisor teams, ensuring effective delivery of financial solutions to clients.

Responsibilities

• Meet regularly with Advisor(s) and manage the daily servicing needs for assigned customer portfolio to support the Advisor(s) in identifying customer needs and delivering solutions
• Maintain the new customer onboarding service model and standards
• Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor
• Properly execute on transactions in a timely manner. Prepare and maintain appropriate documentation ensuring completeness and accuracy. Follow through on the submission of documents to ensure timely and accurate completion
• Complete Client Instructed Trades under the supervision of the Advisor(s) for less complex or self-directed clients
• Monitor account activity by reviewing and validating daily transactions. Support the documentation of all customer contacts, written and verbal to confirm customer discussions and actions
• Monitor portfolio of accounts, notify Advisor of outstanding balances and anticipated cash needs
• Coordinate with Advisor(s) to schedule and facilitate customer reviews, with awareness of the administrative risk associated with account administration
• Assist Advisor(s) with the financial planning process, including data collection and entry
• Complete the annual review process for less complex clients as assigned by the Advisor(s) in a timely manner
• Apply expertise to solve customer issues using sound analytical thinking and identify innovative solutions. Engage internal or external resources when necessary for more complex customer issues
• Assist Advisor(s) with the planning, coordination and execution of marketing plan and customer touchpoints
• Attend cross-functional meetings on behalf of the Advisor(s) to provide knowledge and insights on Wealth Management customers
• Complete and submit Annuity orders to support client goals and advisor recommendations
• Exhibit professional behavior and promote positive and collaborative working relationships
• Understand and comply with bank policy, laws, FINRA regulations, and the bank's BSA/AML Program, as applicable to all job duties

Skills

• Bachelor's degree in Business Administration, a related field or equivalent experience
• FINRA Series 7 and 66 (or Series 7, 63 & 65) registrations
• State Life, Accident & Health and Variable Contract insurance licenses
• Working knowledge of all standard concepts and procedures with area of expertise
• Excellent orientation to detail. Able to review documents or information with accuracy for errors or omissions
• Ability to deliver clear, articulate and concise messages, both verbally and written
• Demonstrated proficiency in writing and able to develop presentations, documents or standard reports that are clear and understood
• Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions
• Ability to identify areas where efficiency and process improvement are needed
• Ability to work collaboratively and cohesively within a team environment
• Ability to listen to customer's needs and deliver a comprehensive solution
• Understands and contributes to intended customer experience of helpful, easy and personal
• Certifications or degrees such as a AWMA, CRPC, FPQP, or ability to earn accreditation
• Candidates must possess unrestricted work authorization and not require future sponsorship

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

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