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
Company Overview
First National Bank Ghana received a universal banking license from the Bank of Ghana during the second half of 2015 with Richard Hudson as Chief Executive Officer. It was founded in 2017, and is headquartered in Ridge, Volta, GHA, with a workforce of 501-1000 employees. Its website is https://www.firstnationalbank.com.gh.