Financial Services firm is seeking a New Business Processor for an in-person role in Sacramento, CA

***MUST HAVE EXPERIENCE PROCESSING PAPERWORK FOR FINANCIAL ADVISORS***

Performance Objectives:

· Meet with clients and prepare paperwork as directed by the agent

· Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.

· Submit applications to carrier with client’s check, rollover paperwork, or transfer paperwork and most recent statements

· Follow up on all pending transfers by checking carrier website or contacting the companies directly

· Frequently communicate with clients regarding the activity of their accounts that are getting established

Skills and Qualifications:

· A minimum of 3 years’ experience in Wealth Management Firm, processing paperwork for advisors in Wealth Management required

· Must have 3 plus years’ experience processing new business paperwork/assorted paperwork related to financial advising required

· Computer Skills: MS Office with emphasis on excel spreadsheets, Quickbooks

· Strong organizational skills

· Ability to exercise good judgment, work under pressure, and prioritize responsibilities

· A high level of integrity and the ability to exercise discretion, and confidentiality

· Ability to perform research to resolve commission and other problems

· Familiarity with financial products such as life insurance and annuities required

· Minimum two-year college degree (four-year preferred) in business, finance or other related field

This is a full-time position with the ability to be hybrid.

Job Type: Full-time

Work Location: In person

A successful independent RIA firm is seeking a Financial Advisor in the Clear Lake, IA area. The firm has a marketing team that drives business to the advisors, and leads are booked for them. No need to prospect or cold call.  

Job Highlights:

• Proven marketing system provided to the advisor
• No prospecting needed
• No cold calling
• Just meet with candidates and close business!

The Client Relations Representative role combines client service administration, inside sales, and event coordination. As the first point of contact for clients and prospects, you will deliver a professional, high-touch experience while driving appointment generation through workshops, community events, and outbound relationship-building.

This role is ideal for someone who thrives in a fast-paced, goal-oriented environment and enjoys engaging with people both over the phone and in person.

Approximately 70% of the day is spent on the phone building relationships, confirming appointments, and following up with prospects.

Key Responsibilities

Client Service & Administrative Support

• Greet and engage clients and prospects professionally in person, on the phone, and via email
• Coordinate onboarding for new clients and prepare materials for advisor meetings
• Manage and optimize advisor calendars to maximize efficiency
• Respond to inquiries or route to appropriate team members
• Maintain a polished, welcoming reception and meeting space
• Ensure client and prospect information is handled confidentially and in compliance with company policies
• Log all activity and lead updates in CRM on the same day

Sales, Events & Appointment Setting

• Attend in-person workshops, seminars, and community events to engage attendees and generate new consultations
• Plan and execute event logistics, including:
• Securing venues
• Tracking RSVPs
• Managing check-ins
• Coordinating room setup and marketing materials
• Conduct same-day or next-day follow-up with attendees and no-shows
• Make consistent outbound calls to warm leads and prospects
• Reactivate dormant leads and re-engage past no-shows
• Maintain follow-up cadence until prospects are scheduled, declined, or disqualified
• Track and report weekly metrics:
• Outreach activity
• Appointments set
• Show rates
• Conversions

Required Qualifications: Experience & Skills

• 1–3 years of outbound sales or appointment-setting experience
• Proven success in meeting or exceeding sales or activity goals
• Strong phone presence and confidence speaking with prospects
• Ability to multitask and prioritize in a fast-paced, client-centric environment
• Exceptional attention to detail and organizational skills

Education

• Associate’s or Bachelor’s degree in Business, Finance, or related field preferred

Technology

• CRM experience required
• Proficiency in Microsoft Office Suite
• Strong calendar management skills

Work Environment & Requirements

• Office-based role with travel to workshops and seminars
• Ability to support occasional evening events
• Ability to sit at a desk for extended periods

Benefits

• Health insurance Plan
• Paid time off
• 401(k) with company match

Ideal Candidate Profile

You are:

• Competitive and goal-driven
• Comfortable spending significant time on the phone
• Highly organized and detail-oriented
• Professional in both client-facing and internal interactions
• Energized by events and in-person engagement
• Motivated by measurable results and performance metrics

Job Type: Full-time

Work Location: In person

We are seeking a detail-oriented and proactive New Business Processor / Operations Support Specialist to join our growing wealth management firm. This individual will play a critical role in supporting advisors and ensuring the smooth onboarding of new clients, processing account paperwork, and maintaining operational efficiency across the firm. The ideal candidate thrives in a fast-paced environment, possesses strong organizational skills, and is committed to delivering an exceptional client experience.

This role is integral to maintaining operational excellence, supporting advisors, and helping the firm scale efficiently while upholding the highest standards of accuracy, compliance, and client service.

Key Responsibilities: New Business Processing & Account Management

• Prepare, review, and process new account applications across custodians (individual, joint, trust, IRA, and entity accounts)
• Ensure completeness, accuracy, and compliance of all paperwork prior to submission
• Coordinate account openings, transfers (ACATs), rollovers, and asset movements
• Monitor and track status of new accounts and transfers through completion
• Serve as liaison between advisors, custodians, and clients to resolve issues promptly

Operations & Administrative Support

• Support advisors with operational and administrative needs related to client accounts
• Maintain accurate client records in CRM and portfolio management systems
• Process client requests including distributions, contributions, beneficiary updates, and account maintenance
• Assist with account reconciliations and data integrity checks
• Support implementation and ongoing maintenance of operational workflows and procedures

Client Service & Advisor Support

• Provide timely and professional communication with clients and internal team members
• Assist in preparing client review materials and reports
• Help ensure a smooth and professional onboarding experience for new clients
• Identify opportunities to improve operational efficiency and client experience

Compliance & Risk Management

• Ensure adherence to firm policies, regulatory requirements, and compliance procedures
• Maintain organized digital files and documentation in accordance with firm and regulatory standards
• Assist with compliance-related operational tasks as needed

Qualifications:

• 2+ years of experience in wealth management, financial services operations, or brokerage operations
• Experience processing new accounts and transfers through custodians such as Schwab, Fidelity, Pershing, or similar platforms
• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines

Preferred

• Experience working in an RIA environment
• Familiarity with CRM systems (Redtail, Salesforce, Wealthbox, etc.)
• Experience with portfolio management systems (Orion, Tamarac, Black Diamond, etc.)
• Understanding of investment account types and operational procedures

Key Competencies

• Detail-oriented and process-driven
• Strong problem-solving skills
• Self-motivated and proactive
• Team-oriented with a collaborative mindset
• Commitment to confidentiality and professionalism

What We Offer

• Competitive salary based on experience
• Performance-based bonus opportunities
• Paid time off and holidays
• Opportunity for career growth within a growing wealth management firm
• Professional and supportive team environment

Job Type: Full-time

Application Question(s):

• Do you have at least 2 years of operations experience?

Ability to Commute:

• Fort Mill, SC 29708 (Required)

Work Location: Hybrid remote in Fort Mill, SC 29708

The Client Relations Representative role combines client service administration, inside sales, and event coordination. As the first point of contact for clients and prospects, you will deliver a professional, high-touch experience while driving appointment generation through workshops, community events, and outbound relationship-building.

This role is ideal for someone who thrives in a fast-paced, goal-oriented environment and enjoys engaging with people both over the phone and in person.

Approximately 70% of the day is spent on the phone building relationships, confirming appointments, and following up with prospects.

Key Responsibilities

Client Service & Administrative Support

• Greet and engage clients and prospects professionally in person, on the phone, and via email
• Coordinate onboarding for new clients and prepare materials for advisor meetings
• Manage and optimize advisor calendars to maximize efficiency
• Respond to inquiries or route to appropriate team members
• Maintain a polished, welcoming reception and meeting space
• Ensure client and prospect information is handled confidentially and in compliance with company policies
• Log all activity and lead updates in CRM on the same day

Sales, Events & Appointment Setting

• Attend in-person workshops, seminars, and community events to engage attendees and generate new consultations
• Plan and execute event logistics, including:
• Securing venues
• Tracking RSVPs
• Managing check-ins
• Coordinating room setup and marketing materials
• Conduct same-day or next-day follow-up with attendees and no-shows
• Make consistent outbound calls to warm leads and prospects
• Reactivate dormant leads and re-engage past no-shows
• Maintain follow-up cadence until prospects are scheduled, declined, or disqualified
• Track and report weekly metrics:
• Outreach activity
• Appointments set
• Show rates
• Conversions

Client Service & Onboarding Support

• Initiate new client onboarding paperwork
• Accurately prepare applications, transfer forms, and client profile documentation
• Submit complete documentation to the New Business team (Westbrook office)
• Ensure compliance and accuracy in all paperwork (this role submits — does not manage follow-up processing)
• Coordinate Advisor calendars for efficiency
• Maintain professional office and reception presence

Required Qualifications: Experience & Skills

• 1–3 years of outbound sales or appointment-setting experience
• Proven success in meeting or exceeding sales or activity goals
• Strong phone presence and confidence speaking with prospects
• Ability to multitask and prioritize in a fast-paced, client-centric environment
• Exceptional attention to detail and organizational skills

Education

• Associate’s or Bachelor’s degree in Business, Finance, or related field preferred

Technology

• CRM experience required
• Proficiency in Microsoft Office Suite
• Strong calendar management skills

Work Environment & Requirements

• Office-based role with travel to workshops and seminars
• Ability to support occasional evening events
• Ability to sit at a desk for extended periods

Benefits

• Health insurance Plan
• Paid time off
• 401(k) with company match

Ideal Candidate Profile

You are:

• Competitive and goal-driven
• Comfortable spending significant time on the phone
• Highly organized and detail-oriented
• Professional in both client-facing and internal interactions
• Energized by events and in-person engagement
• Motivated by measurable results and performance metrics

Job Type: Full-time

Work Location: In person

A rapidly growing independent RIA firm in Westbrook, CT is seeking a Service Advisor to join their team and take over an existing book of business.

Job Responsibilities:

• Work with existing clients
• Client reviews
• Portfolio analysis
• Re-balancing
• Finding new opportunities within the existing book
• Opportunity to work with new clients

Job Highlights:

• Existing marketing initiatives to attract new clients
• Strong compensation plan—salary plus bonus on revenue
• Full benefits
• Growth potential within the firm
• 3-5 years of experience preferred
• CFP is a plus
• Series 65 preferred

We are looking for a creative and organized Marketing Coordinator to manage and grow the marketing presence of a financial advisory firm. This role is ideal for someone who enjoys combining creativity with strategy and wants the opportunity to take ownership of a company’s digital presence, client communication, and community engagement.

You will play a key role in helping translate financial topics into clear, engaging content while supporting client events, marketing campaigns, and brand initiatives.

Key Responsibilities

• Create and schedule social media content (LinkedIn, Facebook, YouTube, etc.)
• Write and distribute a monthly client newsletter
• Maintain website content and blog updates
• Help improve the firm’s online visibility and local SEO
• Coordinate client appreciation events and educational seminars
• Assist with community outreach and sponsorship initiatives
• Ensure marketing materials remain professional and consistent with the firm’s brand
• Monitor website inquiries and coordinate follow-up with the advisory team

Qualifications

• 1–3 years of marketing experience
• Strong writing and communication skills
• Experience with marketing tools such as Canva, email marketing platforms, or CRM systems
• Organized and comfortable managing multiple projects
• Self-starter who enjoys working in a small, collaborative environment

Experience in financial services, real estate, insurance, or a related industry is helpful but not required.

What This Role Offers

• Opportunity to take ownership of marketing initiatives
• Direct impact on brand growth and client engagement
• Variety in responsibilities including content, events, and digital marketing
• Collaborative and entrepreneurial work environment

Work Location: In person

Do you thrive in a fast-paced, professional environment where attention to detail and excellent customer service are paramount? Our client in Kennesaw is seeking a dedicated Administrative Assistant to support daily operations and enhance the client experience.

In this role, you’ll be the first point of contact for our clients—contributing directly to the success of the business by ensuring a smooth and organized office environment. You’ll work closely with the financial advisor and team, handling key administrative responsibilities and building strong relationships with clients and prospects.

This is an excellent opportunity for someone who is organized, personable, and eager to grow within the financial services industry.

*Compensation to commensurate with experience*

Key Responsibilities:

• Provide a warm and professional client-facing experience—both in person and over the phone
• Schedule and confirm appointments; manage the advisor's calendar
• Schedule tasks and workflows for staff and advisors to ensure timely follow-up and operational efficiency
• Prepare necessary paperwork and follow up to ensure timely completion of all required items
• Prepare meeting materials, account summaries, and follow-up documentation
• Maintain office supplies, client correspondence, and organized filing systems (paper and digital)
• Manage the CRM and Metrics reporting
• Record notes and key points from client conversations
• Assist with outreach efforts including newsletters, blogs, website updates
• Assist in preparing all efforts in event planning, including logistics, materials, and client communications
• Provide operational support for client reviews, financial plans, and back-office initiatives
• Handle client requests and resolve basic service issues with professionalism and care

Required Qualifications:

• 2+ years of administrative or office support experience in a professional, fast-paced environment
• Bachelor’s degree preferred
• Prior experience in the financial services industry a plus
• Proficiency in Microsoft Office Suite, especially Excel
• Experience using CRM systems

Key Competencies:

• Strong communication skills, both written and verbal
• Excellent organizational and time-management skills
• Proactive problem-solver with strong follow-through
• Friendly, professional, and client-focused demeanor
• High attention to detail and accuracy
• Team-oriented and able to work independently when needed

This role is ideal for someone seeking long-term growth in the financial services industry and who enjoys creating meaningful client experiences while keeping operations running smoothly.

Benefits:

• 401(k)
• Paid time off

Experience:

• administrative support: 2 years (Required)

Ability to Commute:

• Kennesaw, GA 30144 (Required)

Work Location: In person

The Client Service Associate provides analytical, administrative, and client service support to financial advisors in a fast-paced wealth management environment. This role is responsible for assisting with financial planning preparation, client account servicing, and ongoing relationship management.

The ideal candidate is detail-oriented, client-focused, and comfortable working with financial planning software, investment platforms, and CRM systems. This position plays a key role in delivering a high-quality client experience while supporting advisors in the development and implementation of comprehensive financial plans.

Key Responsibilities

Financial Planning Support

• Assist advisors in preparing financial plans, investment proposals, and client review materials.
• Gather and organize client financial information including assets, liabilities, income, insurance, and estate documents.
• Prepare planning scenarios and illustrations using financial planning software.
• Conduct investment research and portfolio analysis.
• Assist in preparing retirement projections, income strategies, and asset allocation models.

Client Service & Relationship Support

• Serve as a primary point of contact for client service requests.
• Respond to client inquiries in a professional and timely manner.
• Maintain client records and documentation in CRM systems.
• Assist with scheduling client meetings and preparing meeting agendas and follow-up documentation.
• Support advisors in maintaining strong client relationships through proactive service and communication.

Account Administration

· Coordinate account openings, transfers, and beneficiary updates.

• Monitor application status and follow up with custodians, insurance carriers, and product providers.
• Ensure paperwork is complete, accurate, and compliant prior to submission.
• Track pending business and provide updates to advisors and clients.

Operations & Compliance

• Maintain accurate client files and documentation in accordance with compliance requirements.
• Assist with account maintenance requests such as distributions, transfers, and beneficiary changes.
• Support internal compliance procedures and regulatory requirements.
• Assist with operational projects and process improvements.

Qualifications

Education & Experience

• Bachelor’s degree in finance, Business, Economics, or related field preferred.
• 2+ years of experience in the financial services or wealth management industry preferred.
• Experience supporting financial advisors or financial planners is strongly preferred.

Skills & Competencies

• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to prioritize tasks and manage multiple deadlines.
• Client-focused mindset with a professional demeanor.
• Ability to work both independently and collaboratively in a team environment.

Technical Skills

Experience with financial industry technology is preferred, including:

• CRM systems (Redtail, Salesforce, or similar)
• Financial planning software (MoneyGuidePro, eMoney, RightCapital, etc.)
• Portfolio analysis tools (Kwanti, Morningstar, etc.)
• Custodial platforms (Schwab, Fidelity, Pershing)
• Microsoft Office Suite (Excel, Word, Outlook)

Key Attributes for Success

• Strong analytical and problem-solving abilities
• Commitment to delivering exceptional client service
• Ability to maintain confidentiality and professionalism
• Proactive approach to supporting advisors and improving client processes

Benefits:

• 401(k) 3% Match
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location: In person

One of the fastest growing independent RIA firms in the country is seeking a Client Service Advisor for their office in the Cordova, TN area. This individual would work with an existing book of business with the support of a successful firm and marketing system.

Job Responsibilities and Qualifications

• Work with existing clients of the firm
• Client reviews
• Portfolio analysis
• Re-balancing
• Look for other sales opportunities within the existing book
• 65 required

Salary plus bonus on revenue with full benefits. Great growth potential within the firm.

Position Summary

The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. This role includes travel and event support for our Murfreesboro office.

Key Responsibilities

• Greet and engage clients and prospects professionally in-person, on the phone, and via email.
• Coordinate onboarding for new clients and prepare materials for Advisor meetings.
• Manage and optimize advisor calendars to ensure efficiency.
• Respond to inquiries or route to the appropriate team member.
• Maintain a professional and welcoming reception and meeting space.
• Ensure all client and prospect information is handled confidentially and in compliance with policies.
• Spend approximately 70% of the day on the phone building relationships with new and existing clients. Sales, Events & Appointment Setting:
• Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments.
• Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral.
• Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations.
• Make sufficient outbound calls each week to secure a minimum of 6 first-time kept advisor appointments.
• Maintain consistent follow-up until leads are scheduled, declined, or disqualified.
• Reactivate dormant leads and no-shows with targeted outreach.
• Track and report on metrics: outreach activity, appointments set, show rates, and conversions.
• Log all activity and lead status updates in CRM on the same day.

Must-Have Qualifications

Industry Experience & Skills:

• 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion
• Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
• Exceptional attention to detail, with strong organizational and time management abilities

Background and Education:

• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred
• Proven sales experience with a consistent track record of meeting or exceeding goals
• Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:

• CRM experience and proficiency in Microsoft Office Suite.

Physical & Work Environment Requirements:

• Office-based role with travel to events as needed, occasional evening or Saturday coverage.
• Ability to work at a desk for extended periods and lift up to 10 pounds.

Position Summary

The Appointment Setting Specialist blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects for this financial firm, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. There is local travel involved for events in the surrounding Kennesaw area.

Key Responsibilities

• Greet and engage clients and prospects professionally in-person, on the phone, and via email.
• Coordinate onboarding for new clients and prepare materials for Advisor meetings.
• Manage and optimize advisor calendars to ensure efficiency.
• Respond to inquiries or route to the appropriate team member.
• Maintain a professional and welcoming reception and meeting space.
• Ensure all client and prospect information is handled confidentially and in compliance with policies.
• Spend approximately 70% of the day on the phone building relationships with new and existing clients. Sales, Events & Appointment Setting:
• Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments.
• Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral.
• Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations.
• Make sufficient outbound calls each week to secure a minimum of 6 first-time kept advisor appointments.
• Maintain consistent follow-up until leads are scheduled, declined, or disqualified.
• Reactivate dormant leads and no-shows with targeted outreach.
• Track and report on metrics: outreach activity, appointments set, show rates, and conversions.
• Log all activity and lead status updates in CRM on the same day.

Must-Have Qualifications

Industry Experience & Skills:

• 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion
• Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
• Exceptional attention to detail, with strong organizational and time management abilities

Background and Education:

• Associate’s or Bachelor’s degree in Business, Finance, or a related field (preferred)
• Proven sales experience with a consistent track record of meeting or exceeding goals
• Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:

• CRM experience and proficiency in Microsoft Office Suite.

Physical & Work Environment Requirements:

• Office-based role with travel to events as needed, occasional evening or Saturday coverage.
• Ability to work at a desk for extended periods and lift up to 10 pounds.

Position Summary

The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. This role includes travel and event support for our Huntsville office.

Key Responsibilities

• Greet and engage clients and prospects professionally in-person, on the phone, and via email.
• Coordinate onboarding for new clients and prepare materials for Advisor meetings.
• Manage and optimize advisor calendars to ensure efficiency.
• Respond to inquiries or route to the appropriate team member.
• Maintain a professional and welcoming reception and meeting space.
• Ensure all client and prospect information is handled confidentially and in compliance with policies.
• Spend approximately 70% of the day on the phone building relationships with new and existing clients. Sales, Events & Appointment Setting:
• Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments.
• Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral.
• Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations.
• Make sufficient outbound calls each week to secure a minimum of 6 first-time kept advisor appointments.
• Maintain consistent follow-up until leads are scheduled, declined, or disqualified.
• Reactivate dormant leads and no-shows with targeted outreach.
• Track and report on metrics: outreach activity, appointments set, show rates, and conversions.
• Log all activity and lead status updates in CRM on the same day.

Must-Have Qualifications

Industry Experience & Skills:

• 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion
• Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
• Exceptional attention to detail, with strong organizational and time management abilities

Background and Education:

• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred
• Proven sales experience with a consistent track record of meeting or exceeding goals
• Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:

• CRM experience and proficiency in Microsoft Office Suite.

Physical & Work Environment Requirements:

• Office-based role with travel to events as needed, occasional evening or Saturday coverage.
• Ability to work at a desk for extended periods and lift up to 10 pounds.

Client Service Associate
*Works with Wealth Advisor onboarding new clients
*Assists with custodial tasks
*Prepares reports and paperwork for client meetings
*Communicates with clients on outstanding tasks

Position Overview:

As a Client Service Associate, you will play a key role in welcoming new clients and ensuring their onboarding journey is seamless, efficient, and exceptional. You’ll be the friendly, organized, and knowledgeable point of contact who helps our advisors prepare and process client paperwork, coordinate business transitions, and foster lasting client relationships.

Responsibilities:

Day to Day

• Provide same-day responses to client inquiries with professionalism and care
• Prepare client applications, forms, and authorizations ahead of meetings
• Support advisors during client meetings, including occasional after-hours or last-minute sessions
• Execute advisor instructions and consult with clients to address questions or concerns
• Utilize technology platforms such as CRM, DocuSign, Fidelity Wealthscape, and others to maintain efficient workflows
• Track and maintain detailed records of submitted business, ensuring deadlines are met

Weekly & Monthly

• Participate actively in team meetings to collaborate and align on priorities
• Monitor and report on outstanding and pending business to ensure timely processing
• Review monthly reports and adjust processes as needed

Qualifications:

• A genuine desire to provide outstanding client service
• Exceptional organizational skills and the ability to manage multiple priorities
• Comfortable adapting to a dynamic, fast-paced environment
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office and ability to quickly learn industry software
• Bachelor’s degree preferred
• Minimum 3 years of client onboarding experience, with at least 1 year in the financial industry

Job Type: Full-time

Experience:

• Financial services: 1 year (Required)
• Client Onboarding: 3 years (Required)

Ability to Commute:

• Bedford, NH (Required)

Work Location: In person, NOT remote

Grayling Associates, Inc., is the leading Financial Services recruiting and consulting firm in the country. Because of the tremendous increase in demand for our services, we are always looking to add to our teams in CT & FL

This new team member will be responsible for the following:

• Cold Call potential Candidates for hire, selling them a great new opportunity
• Work with Existing Grayling clients to support all Internal Administration and Advisor support recruiting needs.
• Recruiting Financial Advisors and Support Staff for client companies
• Work with Grayling team to drive activity and process
• Use phone calls, Indeed, LinkedIn, and other platforms to source candidates
• Meet with candidates by phone or Teams to screen
• Write descriptions for job ads and summaries of candidates to send to clients

Phone and Virtual Face to Face skills are necessary for success!

Qualifications:

• Strong communication skills
• Outgoing personality
• Exceptional organizational skills
• Strong follow through habits
• Cold calling experience
• Proficient in Microsoft Suite
• Ability to learn technology platforms easily
• Ability to collaborate with others
• Ability to be self-directed
• Strong writing skills

This Company Describes Its Culture as:

• Detail-oriented—quality and precision-focused
• Aggressive—competitive and growth-oriented
• Outcome-oriented—results-focused with strong performance culture
• Stable—traditional, stable, strong processes
• People-oriented—supportive and fairness-focused
• Team-oriented—cooperative and collaborative

Education:

• Bachelor's (Preferred)

Work authorization:

• United States (Required)