Client Services Associate
Summary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment.
This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.
Essential Duties and Responsibilities
- Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
- Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/track messages appropriately and according to firm guidelines
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
- Deposit checks received and maintain check blotter in adherence to compliance guidelines
- Maintain client information in CRM database
- Research and resolve client service issues as needed
- Record all transactions on appropriate logs
- Perform other duties and projects as assigned
The Ideal candidate will possess the following skills:
- Basic computer skills (Outlook, Word, Excel) are essential
- Strong administrative and time management skills with superior attention to detail
- Excellent communication skills, both verbally and in writing
- CRM knowledge a plus
- Series 7 and 65/66 preferred (or ability to obtain)
Education and/or Experience
- Associates degree in a business-related field preferred
- The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Benefits:
Competitive Pay, paid holidays, paid vacation, sick/personal days, 401(k), health insurance
Job Type: Full-time
Pay: $48,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Experience:
- Customer service: 2 years (Preferred)
Work Location: In person
