Financial Advisor Assistant

Found in: Appcast Linkedin GBL C2 - 3 weeks ago

Uniontown, United States Prudential Financial Full time

We are looking to add a full-time Client Service Concierge to our staff. Please check out the role below and if you possess the qualities and background we desire, please apply today so we can meet

PURPOSE OF THE CLIENT SERVICE CONCIERGE

1. You will be responsible for providing first-class service to our clients, either in person, on the phone or email.

2. Develops scalable, repeatable processes to ensure all client items have been handled accurately and timely.

3. Maintain client notes and records in physical files or in electronic systems.

4. Schedule annual client review meetings or periodic meetings as needed.

Our Ideal Candidate will come to us with the following experience and qualities:

Experience – Minimum 2 year’s experience working in a professional office setting in a financial or insurance practice

Preferred Experience - Life & Health licensed

Technical Skills - Computer proficiency with Microsoft Office Suite, Outlook, DocuSign, and TEAMS

Attributes - Can work well at the leadership, ownership level to produce maximum results

Communication Skills - Excellent verbal and written skills required

Additional attributes to be successful in this role:

  • Professional
  • Works with a Sense of Urgency
  • Organized
  • People Person
  • Excellent Time Management
  • Consistent Follow-Up and Follow-Through
  • Entrepreneurial Spirit
  • Likes to work hard and play hard

Schedule:

Monday – Friday 8:00AM to 5:00PM

Compensation:

$17 - $19 per hour

Benefits:

Health Insurance stipend available

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