Client Account Administrator - Wilson NC

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:text,ActualValueFromSolar:null},{QuestionName:Recruiter,AnswerValue:Melissa Cornwell,VerityZone:recruiterid,QuestionType:Multi-Select,ActualValueFromSolar:null},{QuestionName:Opportunity Overview,AnswerValue:u003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{23} paraid=1637920183\u003eu003cstrongu003eIf you’re looking for a fulfilling careeru003c/strongu003e,u0026nbsp;the Client Account Administrator roleu0026nbsp;at **MEMBERS ONLY**SIGN UP NOW***.u0026nbsp;may be the right opportunity for you. The Client Account Administrator uses extensiveu0026nbsp;financial servicesu0026nbsp;product knowledge to identify portfolio opportunities that Financial Advisors may use to support client needs.u0026nbsp;u003c/pu003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{41} paraid=1815427409\u003eu0026nbsp;u003c/pu003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{45} paraid=1357173142\u003eOur Client Account Administrators are an essential part of the team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints tou0026nbsp;help achieve exceptional results and improve the lives of our clients.u0026nbsp;u003cbru003eu003cbru003eu0026nbsp;u003c/pu003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{74} paraid=347635311\u003eu003cstrongu003eWeu0027ll give you the support you need.u0026nbsp;u003c/strongu003eu003c/pu003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{84} paraid=1328491688\u003eu003cstrongu003eOur team will be there every step of the way, providing:u0026nbsp;u003c/strongu003eu003c/pu003eu003cul role=list\u003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=1 data-f=\ \=\ data-leveltext=● data-listid=1 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{90} paraid=1607533624\u003eTraining which includes mentoring, job shadowing, coaching and branchu0026nbsp;officeu0026nbsp;visitsu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=2 data-f=\ \=\ data-leveltext=● data-listid=1 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{101} paraid=1889252442\u003eA support network that extends beyond your branch office and includesu0026nbsp;home officeu0026nbsp;assistance via phone, email and firm intranet resourcesu0026nbsp;u003c/pu003eu003c/liu003eu003c/ulu003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{114} paraid=543351551\u003eu0026nbsp;u003c/pu003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{118} paraid=212542895\u003eu003cstrongu003eYou can also expect…u0026nbsp;u003c/strongu003eu003c/pu003eu003cul role=list\u003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=1 data-f=\ \=\ data-leveltext=● data-listid=1 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{124} paraid=483484741\u003eA compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefitsu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=2 data-f=\ \=\ data-leveltext=● data-listid=1 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{131} paraid=671121322\u003ePaid time off, including vacation,u0026nbsp;sick,u0026nbsp;holidays and personal daysu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=3 data-f=\ arial,=\ arial_msfontservice,=\ sans-serif=\ data-leveltext=● data-listid=1 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{148} paraid=909005570\u003eA culture of continuous improvement and professional developmentu0026nbsp;u003c/pu003eu003c/liu003eu003c/ulu003e,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Req ID,AnswerValue:54355BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Search for Branch Support Positions by State,AnswerValue:North Carolina ,VerityZone:formtext42,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:Position Type,AnswerValue:Branch Support - BOA ,VerityZone:formtext44,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:Position Schedule,AnswerValue:Full-Time ,VerityZone:formtext40,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:EEO Statement,AnswerValue:u003cfont style=font-size: 14px\u003eu003cfont style=font-family: arial, helvetica, sans-serif; size: undefined\u003eu003cfont size=3\u003e**MEMBERS ONLY**SIGN UP NOW***. does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.u003c/fontu003eu003c/fontu003eu003c/fontu003eu003cbru003eu0026nbsp;u003cdiv dir=ltr style=text-align: right\u003eu003cfont style=font-size: 8px\u003eu003cspan style=color: #d3d3d3\u003e#KRTu003c/spanu003eu003c/fontu003eu003c/divu003e,VerityZone:formtext86,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Company Description,AnswerValue:u003cdiv dir=ltr\u003eu003cfont style=font-size: 14px\u003eu003cfont style=font-family: arial, helvetica, sans-serif; size: undefined\u003eAt **MEMBERS ONLY**SIGN UP NOW***., we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.u003cbru003eu003cbru003eA typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the teamu0027s ability to build deep relationships with clients. Headquarters associates in St. Louis, MO, Tempe,u0026nbsp;AZ and Mississauga Canadau0026nbsp;provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.u003cbru003eu003cbru003e**MEMBERS ONLY**SIGN UP NOW***. currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.u003c/fontu003eu003c/fontu003eu003c/divu003e,VerityZone:formtext87,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Awards and Accolades,AnswerValue:u003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{156} paraid=2135873285\u003eFor the 21st time, **MEMBERS ONLY**SIGN UP NOW***. is named one of the 2020 FORTUNE 100 Best Companies to Work For®u0026nbsp;by Great Place to Work®u0026nbsp;and FORTUNE magazine. **MEMBERS ONLY**SIGN UP NOW***. took the No. 7 spot on the prestigious list, the 16th year the firm has ranked in the top 10.u0026nbsp;u003c/pu003eu003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{170} paraid=245092316\u003eu0026nbsp;u003cbru003eFrom FORTUNE ©2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, **MEMBERS ONLY**SIGN UP NOW***. Investments.u0026nbsp;u003c/pu003eu003cp dir=ltr\u003eu0026nbsp;u003c/pu003e,VerityZone:formtext79,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Position Requirements,AnswerValue:u003cdiv dir=ltr style=text-align: left\u003eu003cdiv dir=ltr style=text-align: left\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{173} paraid=959124566\u003eu003cstrongu003eWhat characteristics would make you successfulu0026nbsp;as a Client Account Administrator?u0026nbsp;u003c/strongu003eu003c/pu003eu003cul role=list\u003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=1 data-f=\ \=\ data-leveltext=● data-listid=3 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{187} paraid=1622500305\u003eCreative and open mindset to support an agile and continuous learning environmentu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=2 data-f=\ \=\ data-leveltext=● data-listid=3 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{194} paraid=700662908\u003eAbility to be proactive, incorporate feedback, and adapt to changesu0026nbsp;u003c/pu003eu003c/liu003eu003c/ulu003eu003cul role=list\u003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=1 data-f=\ \=\ data-leveltext=● data-listid=3 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{201} paraid=1126633646\u003eCritical thinking and analytic skills to anticipate, identify, and solve ongoing needs.u0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=2 data-f=\ \=\ data-leveltext=● data-listid=3 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{210} paraid=1287106448\u003eStrong understanding and continued research of a variety of financial productsu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=3 data-f=\ \=\ data-leveltext=● data-listid=3 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{217} paraid=1037501612\u003eStrong time managementu0026nbsp;skillsu0026nbsp;with the capacity to work with multiple Financial Advisors, branchu0026nbsp;offices, and clients to balance priorities in au0026nbsp;fast-paced,u0026nbsp;deadline-driven environmentu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=4 data-f=\ \=\ data-leveltext=● data-listid=3 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{236} paraid=2094735554\u003eDetail-oriented and organized with the ability to ensure a high standard of accuracy.u0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=5 data-f=\ \=\ data-leveltext=● data-listid=3 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{245} paraid=2105847898\u003eAmbitious self-starter comfortable identifying and creating opportunities for efficiencyu0026nbsp;u0026nbsp;u003c/pu003eu003c/liu003eu003c/ulu003eu003cul role=list\u003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=1 data-f=\ arial,=\ arial_msfontservice,=\ sans-serif=\ data-leveltext=● data-listid=3 role=listitem\u003eu003cp paraeid={32ef9f41-3c69-41bc-94dd-19028598c840}{254} paraid=1765078000\u003eStrong computer skills and an aptitude to quickly learn new softwareu0026nbsp;u003cbru003eu003cbru003eu0026nbsp;u003c/pu003eu003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{12} paraid=909802229\u003eKey Responsibilitiesu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=2 data-f=\ \=\ data-leveltext=● data-listid=4 role=listitem\u003eu003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{18} paraid=2089538197\u003eComplete complex account processing activitiesu0026nbsp;such asu0026nbsp;insurance, estates, ESRP/401K,u0026nbsp;distributions, smallu0026nbsp;businesses interactions, asset/cash transfers, portfolio construction/rebalancing, cost basis, and trade processingu0026nbsp;within Allowable Activitiesu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=3 data-f=\ \=\ data-leveltext=● data-listid=4 role=listitem\u003eu003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{37} paraid=454723125\u003eExecution of simple account processing activities,u0026nbsp;including fees, margin loans,u0026nbsp;RMDu0027s, educationu0026nbsp;accounts, transfers, and SWPSu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=1 data-f=\ \=\ data-leveltext=● data-listid=4 role=listitem\u003eu003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{56} paraid=1671126596\u003eBroaden client relationships through identifying and sharing assets in portfolio reviews withu0026nbsp;Financial Advisoru0026nbsp;u0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=2 data-f=\ \=\ data-leveltext=● data-listid=4 role=listitem\u003eu003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{67} paraid=1518095792\u003eAssist in client information management to create, open, maintain and update accounts, including data entry, filing, and notesu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=3 data-f=\ \=\ data-leveltext=● data-listid=4 role=listitem\u003eu003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{74} paraid=1841120220\u003eUse multiple resources and processes to provide solutions making appropriate and timely decisions while understanding and identifying potential risksu0026nbsp;u003c/pu003eu003c/liu003eu003cli aria-setsize=-1 data-aria-level=1 data-aria-posinset=4 data-f=\ \=\ data-leveltext=● data-listid=4 role=listitem\u003eu003cp paraeid={dc425dfe-b141-4e26-9581-8af87b2b3668}{81} paraid=283193467\u003eEducate clients about services that make it easy to do business with **MEMBERS ONLY**SIGN UP NOW***. (examples may include e-delivery, WebEx, Online Access, etc.)u0026nbsp;u003cbru003eu003cbru003eu003cstrongu003eJob requirementsu0026nbsp;u003c/strongu003eu003cbru003eHigh School Diploma/Equivalentu0026nbsp;requiredu0026nbsp;u003cbru003eAssociateu0027s/Bacheloru0027s degree in finance, related field or equivalent experienceu0026nbsp;preferredu0026nbsp;u003cbru003e2 years of financial services industryu0026nbsp;preferredu0026nbsp;u003c/pu003eu003c/liu003eu003c/ulu003eu003c/divu003eu003c/divu003e,VerityZone:formtext81,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:City,AnswerValue:Wilson,VerityZone:formtext61,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Colorado Salary Information,AnswerValue:u003culu003eu003cliu003eThe opportunity for merit increases as you progress in the role. u0026nbsp;Hiring Range below is a subset of the total salary 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