Careers

Kickstart Your Career in Financial Planning! Are you ready to launch your career in the exciting world of financial planning? We are seeking a motivated and organized Client Service Associate to join our team! This entry-level, full-time position is more than just a job; it’s your gateway to a rewarding career as a financial advisor. In this role, you’ll support our clients and financial professionals while gaining invaluable experience and insights into the financial industry.  If you are persistent and resilient about reaching your goals and detailed oriented, this is the perfect opportunity for you. You’ll report directly to the Chief Operating Officer, receiving mentorship and guidance as you build a solid foundation to help you advance through our Advisor Career Path towards financial advising. Join us and embark on a fulfilling journey towards becoming a financial advisor!

ABOUT THE JOB:
Entry level backstage Client Service Associate with defined career path to become a Financial Advisor.

Key Responsibilities

• Respond promptly to phone calls and emails from clients, ensuring their inquiries are addressed to foster client
  satisfaction.
• Handle administrative tasks such as filing, mailing, and scheduling appointments to maintain an efficient office
  environment.
• Process new leads and manage data entry within our Customer Relationship Management (CRM) system.
• Regularly update our database to keep client information current and accessible.
• Manage client policies, withdrawals, loans, beneficiary changes, and related service requests.
• Follow up on new business submissions and communicate needs to clients and financial professionals for timely
  implementation.
• Assist in the completion of client applications and onboarding processes.
• Collaborate with outside agencies to ensure timely fulfillment of client servicing needs.
• Coordinate and maintain sales materials and essential office supplies.
• Support marketing efforts through social media, seminars, and webinars as needed.
• Evening, weekend and overnight travel may be required.
• Adapt to team needs and assist with various projects as they arise.

Qualifications:

• Bachelor’s degree
• Strong acumen for excellent client service
• High attention to detail, organized, and process oriented
• Tactical thinker, problem solver, and resourceful
• Excellent verbal and written communication skills
• Detail oriented with strong organizational skills and ability to manage and prioritize multiple tasks with accuracy
• Personable with the ability to connect with clients
• Self-starter and aptitude to work with a sense of urgency
• Proficient in Microsoft Office Suite (preferred)
• Aptitude with leveraging workflows within a financial services CRM (preferred)
• Previous experience working in the financial services industry and familiarity with account types, service
  requests, paperwork (Preferred)

Benefits:

• Health, Dental, and Vision Insurance: Monthly stipend provided by the company.
• Shortened Work Week: All employees enjoy a four-day work week.
• Paid Time Off: Paid vacation, holidays, and additional time off for your birthday, for a healthy work-life balance.
• Parental Leave: Support for new parents.
• Professional Development Assistance: Resources for career growth and skill enhancement.
• Lifestyle Benefit: Monthly gym membership stipend provided by company.

Job Type:
Full-time

Schedule:
Monday – Thursday*
*Some evenings and overnight travel may be required.
9-hour shift

Salary:
From $42,000 – $45,000.00 max