Job Details
Client Services Associate
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our well-established financial planning firm located in Solon, OH is seeking an individual to perform diverse administrative functions and planning support. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry.
If you are seeking an excellent long-term career opportunity in a fast-paced environment, please apply today!
The below job description outlines the responsibilities for the Client Services Associate:
Minimum Requirements:
College Degree preferred, not required
Prior office experience preferred, not required
Financial Industry experience preferred, not required
Basic knowledge of ETF s, Mutual Funds, and Securities tools
Advanced computer skills MS Office Suite, CRM and specifically Excel
Desire to obtain long term employment
Skill Set:
Ability to prioritize projects in a timely manner
High quality customer service strong follow through
Excellent communications skills both verbal and written
Extremely detail-oriented
Good natured with a positive attitude
Ability to be persistent to achieve quality
Strong organizational skills, attentive, proactive, and resourceful
Friendly, professional phone manner and the ability to work with a variety of clients
Reliable with exceptional work ethic
Aptitude to learn and grow professionally
Demonstrate maturity and poise under pressure
Responsibilities:
Client Service Associate will be expected to have consistent follow through with all efforts to help build the relationship with the clients and keep the advisor up to date and accurate with all client accounts. Other weekly, daily, and monthly activities will include but not limited to:
Completion of all service requests and resolve any client/carrier issues
Processing New Client Applications
Review all applications prior to submission
Coordinate and follow up on all client transfers
Assist with client update reports and mailing
Utilizing various websites and software to obtain client and product information
Establish and maintain detailed client files
Lead internal team back-office tracking systems for reallocations/follow-ups/client engagements
Receive incoming client calls in a friendly manner
Assist in setting client appointments
Assist and support the Marketing team
Attend company events
Other duties and projects as assigned
Salary:
$40,000-$45,000 base + variable revenue sharing compensation
Benefits:
401k eligible after 1 year
PTO
Hours:
Monday Friday: 9:00 am 5:00 pm
Some evenings required for client events
Presented by Advisor Employee Services
Thank you for your interest in the Client Services Associate role in Solon, OH. Advisor Employee Services, a consulting firm located in Overland, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!