NelsonCorp Wealth Management is a family-owned financial firm that offers a broad array of retirement services delivered with a team-based collaborative approach. This includes investment management, financial planning, tax preparation, estate planning, and Medicare. We provide our clients with local subject matter experts and operate as fiduciaries in most roles. NelsonCorp has seen exceptional growth over the last several years and is seeking to increase capacity by adding experienced client service professionals to help us meet the needs and exceed the expectations of our clients.
The ideal candidate will have prior experience in customer facing positions. As one of our clients’ main points of contact, candidates will be responsible for providing a positive experience. Candidates will be expected to interact with clients in person, on the phone, and through email and across multiple business lines. Experience identifying issues and working through solutions will be beneficial to a successful candidate. The nature of some of NelsonCorp’s business lines creates lumpiness in workloads, so being flexible and having the ability to prioritize will be required.
This position is a full-time position with opportunity for advancement. NelsonCorp looks forward to continued growth and is looking for a dedicated, self-motivated individual to help deliver massive value to our clients.
Responsibilities
- Provide a positive client experience
- Handle client phone calls and emails
- Input and access data from a variety of systems to complete work
- Process investment account paperwork
- Handle cashiering tasks such as money coming into and out of investment accounts
- Create meeting agendas for financial advisor appointments
- Communicate with financial advisors and third-party professionals like outside investment firms, accountants, and lawyers for the benefit of clients
- Develop and maintain strong relationships with clients through communication and exceptional customer service
- Execute the workflows and processes of the firm as needed, and recommend changes to improve these processes
Certification, Education and Skills Requirements
- Interpersonal communication skills to ensure positive interactions with clients
- Teamwork skills to collaborate with coworkers
- Organizational and time management skills
- Technical skills to learn and use current and future IT systems and software
- Strong understanding of MS Office including Teams, Word, and Excel
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated.
Job Type: Full-time
Pay: $42,000.00 - $58,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Ability to Commute:
- Clinton, IA 52732 (Required)
Work Location: In person
