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Client Service Associate

3 months ago

Lombard, United States Ark Wealth Partners Full time

Company Overview

Operating without a plan is like sailing without a compass. At Ark Wealth Partners, we believe success always starts with a plan. Recognized by Forbes as a best-in-state financial securities practice, our mission is to bring clarity to what’s possible for our clients' financial future. We develop a comprehensive plan designed to help clients achieve their most important goals - to get them from where they are, to where they want to be.



Position Overview

We are currently seeking a detail-oriented and proactive Operations Associate to join our team. The ideal candidate will provide essential support in insurance and investment operations, ensuring seamless post-yes operations and efficient management of client onboarding tasks. Additionally, maintaining consistent communication with clients and processing service requests will be key responsibilities.


Job Responsibilities

  • Insurance & Investment Operations: Provide comprehensive insurance and investment operations support
  • Service Workflow Management: Manage workflow of all client onboarding tasks, including but not limited to application completion and submission, underwriting, policy delivery as well as new account opening and funding
  • Client Service Request Processing: Process existing client service requests, such as policy changes, client information updates, rollover requests, distribution requests, and trade execution, as needed
  • Client Communication: Maintain regular communication with clients through email and phone correspondence, providing application updates and ensuring all necessary documentation and information is received


Ideal Characteristics

  • Excellent written and verbal communication skills
  • Strong attention to detail
  • Ability to prioritize tasks effectively
  • Proficient in client service principles
  • Demonstrated ability to work both independently and collaboratively within a team environment
  • Takes initiative and demonstrates proactive problem-solving skills
  • Works effectively both autonomously and as part of a team.
  • Strong prioritization abilities, able to handle multiple tasks simultaneously.
  • Eager to learn and grow within the role and the company.


Required Qualifications

  • 1-3 years of prior administrative and/or client service experience, preferably within the financial services industry
  • Life & Health Insurance license, or ability to obtain within 90 days of employment
  • Series 7 and/or 63 licensed, or ability to obtain within the first year of employment
  • Proficiency in Microsoft Office 365 – Outlook, Word, Excel, and PowerPoint



Preferred Qualifications

  • Experience with Microsoft CRM and/or NetX360 preferred
  • Prior experience with Northwestern Mutual is a plus


Benefits

A full range of benefits including health, disability, term life, hybrid work schedule, unlimited PTO, maternity/paternity leave, and more.

Join our team at Ark Wealth Partners and be part of a dynamic environment where your contributions make a significant impact on our clients' financial success. Apply now to embark on a rewarding career journey with us.