Relationship Associate I

What You'll Do:

• Coordinate and prioritize client materials for meetings and presentations and/or schedule meetings. Ensure materials are appropriate, complete and accurate. Distribute materials to clients and financial professionals as needed.
• Answer standard questions and inquiries from team, clients and financial professionals. Research and communicate on issues to acquire resolution. Keep service reps, internal partners and other interested parties advised as needed and communicate on issues to acquire resolution.
• Engage in continuous learning and self-improvement and perform other job-related duties or special projects as the need arises.
• Engage in other job-related duties that contribute to a culture of care.

Who You Are:

• Associate or Bachelors degree preferred.
• 2+ years of industry experience or equivalent proven through one or a combination of the following: work experience, training, military experience, education.
• Have good interpersonalnal, planning, and written/oral communication skills.
• Good Excel, Word, PowerPoint and other technology skills required.
• Able to work well under pressure with multiple priorities and strong follow up skills.
• Good analytical and problem solving skills required.
• Have good decision-making skills and work under minimal direction.

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $18.39 - $35.19 / hour Additional Information:

Location

Work Authorization/Sponsorship

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Experience Principal

Principal is an Equal Opportunity Employer

Posting Window: We will be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date. Date First Posted (TTF): 1/18/2024 Latest Post Date: Careers - US: 1/18/2024

LinkedIn Remote Hashtag

: #LI-Remote