Actively looking for a professional individual ready to move ahead in a great career. Terrific opportunity with an Investment Advisory Firm delivering full wealth management and financial planning solutions tailored to help each client meet their financial goals. We are seeking a client servicing adviser to help develop and maintain client relationships. This individual will contribute directly to meeting client operational needs, interfacing with various custodians and insurance companies, executing documentation requirements, facilitation of money movement, and engaging with clients directly to meet their unique needs. Primary Duties and Responsibilities: • Maintain wealth management and annuity client relationships with new and existing clients. • Conduct appointments with existing clients to review current allocations and products, answer any questions they might have and address any servicing issues • Direct communication with clients to gather and update relevant information for financial planning • Call current clients to update them on new information or allocations and follow up on any changes • Produce client reports/projections • Process Required Minimum Distributions, as well as any other cash or income requests • Process distributions/contributions/payouts/journals, etc. • Prepare Cost Basis analysis • Entire client on-boarding process: Prepare/process new account opening, account transfers, organize/scan/maintain all client paperwork • Prepare/submit/follow up on completion of all client service/maintenance request through CRM • Communicates with client in person, in writing and over the phone. Requirements: • Strong verbal and written communication skills • Excellent attitude and extraordinary client service orientation • Ability to handle multiple tasks and operate within tight deadlines • Excellent knowledge of the securities industry•s rules and regulations • 3-5 years previous client service experience in the financial industry • Bachelor•s Degree Experience in MS Excel software and prior experience in an accounting or finance related position is a big plus. Apply for this great position as a financial analyst today! AppleOne is proud to be an Equal Opportunity Employer. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.