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Client Service/Operations Associate
2 months ago
Client Service & Operations Associate
Green Wealth Advisory
Savannah, GA
We’re a fast-growing financial planning and wealth management firm located in Savannah, GA. We are currently seeking a candidate experienced in client service and operations to join the team. This is a great professional opportunity for someone looking to make a change and wishing to join a family-first focused, dynamic, successful, professional, and values-driven team.
Responsibilities:
- Maintain and monitor workflows to ensure seamless and accurate completion of team tasks/service responsibilities.
- Assist leadership with assessment, improvement, and design of efficient systems and process improvement
- Coordinate internal team meetings & prepare team meeting agendas
- Maintain and management lead advisor calendars/schedules to ensure seamless client meeting experience
- Process incoming insurance product-related requests from clients: policy summaries, product, and account information (statements/tax documents), and account activity clarifications
- Communicate with clients to complete insurance and investment-related paperwork
- Oversee the underwriting and account opening process for all applications
- Review client-submitted paperwork for completeness and accuracy
- Arrange medical, paramedical and any other exams necessary for underwriting
- Contact and advise clients regarding late payments, policy loans and other service-related issues
- Monitor account funding status; expedite any additional transfer requirements
- Communicate with home office, as needed, to supply or obtain information
- Answers phones and directs calls as appropriate
- Generate and review paperwork to be sent to clients including beneficiary/ownership changes and benefit changes
Requirements
- Exceptional organizational & communication skills [oral & written]
- Highly proactive, engaged & motivated to learn
- Polished presentation
- Excels in collaborative, team environment
- Adaptive to change
- Fulfillment through support and service role
- Proficient with Word, Excel, Outlook, and technology in general
- Desire for additional licensing – Life Accident & Health/ Series 6 & 63
- High attention to detail and strong organizational skills
- 2-3 years of administrative experience
Future Potential Paths:
- Director of Operations/COO
- Lead Advisor/Lead Service Advisor
- Investment/Financial Planning Director
Compensation: Base salary plus bonus opportunity as well as a complete benefits package (negotiable based on experience)
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