Client Services Analyst

4 weeks ago


Highland Park, United States MindSpring Partners LLC Full time

About the Company:

What We’re Seeking: Are you a dedicated financial services professional with a passion for exceptional client care? We are on the lookout for a Client Relationship Manager who is FINRA licensed (Series 7 & 63) and either holds or can obtain Series 65 or 66 upon joining our team. If you have 1-3 years of experience in the industry along with a solid understanding of financial planning and products, we want to hear from you


About the Role:

Your Role: As a Relationship Manager, you will play a vital part in our branch team, responsible for nurturing meaningful client relationships and identifying opportunities for deeper engagement. Your organizational skills will ensure that our Financial Consultants have everything they need to prioritize client interests in all daily operations.


Responsibilities:

  • Client Connection: You excel at initiating targeted outreach to enhance engagement and strengthen ties with clients.
  • Financial Insight: Your client-centric approach reflects your deep understanding of financial planning.
  • Advocacy: You are genuinely committed to representing your clients’ interests.
  • Professional Communication: Your polished communication style resonates well with high net worth clients.
  • Collaborative Spirit: You are open to feedback, thrive in teamwork, and approach challenges with a curious and creative mindset.


Qualifications:

  • Licenses: Required: FINRA Series 7 and 63. Required or to be obtained upon hire: Series 65 or 66 with relevant state registrations.
  • Experience: A background in financial services with a focus on delivering outstanding customer experiences.
  • Knowledge Base: Familiarity with financial markets and investment strategies.
  • Educational Credentials: A degree or professional certifications, such as CFP, are advantageous. Our Tuition Reimbursement program supports you in pursuing further education.


Required Skills:

We are looking for someone who is passionate about personal finance and enjoys the dynamic challenges of a compliance-driven environment. If you’re ready to make a real impact in the lives of our clients while growing your own career, we invite you to apply



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