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Client Service Associate

2 months ago

Overland Park, United States Endeavor Private Wealth Full time $50,000 - $60,000
Job DescriptionJob Description

Position Title:                   Client Service Associate

Job Classification:            Non-Exempt; Part or Full-Time                                 
Work Schedule:                Monday through Friday 8:00 a.m. to 5:00 p.m.
Reporting Structure:       Managing Partner

Organization:
Endeavor Private Wealth provides financial advisory, investment, and fiduciary management services for approximately 350 households. The firm’s business is built around comprehensive financial planning and delivering an incredible client experience as we partner with clients to reach their financial goals. We have expertise in the following accounts: discretionary investment management accounts, estate and trust accounts, retirement plans, IRAs, 401(k), 403(b), profit sharing, and charitable foundations.

Primary Accountability:              
The Client Associate is responsible for the core operational duties of Endeavor Private Wealth, a Registered Investment Advisory Firm.

Major Duties:

  • New account opening.
  • Ongoing account maintenance and paperwork.
  • Submit service requests for money movements.
  • Carry out estate processing.
  • Assist Financial Advisors and Consultants in keeping book of business organized.
  • Prepare, send, follow up, and process forms and other operational functions as requested by FA(s), FC(s) and/or clients.
  • Provide service to clients via phone, email, written correspondence including but not limited to incoming calls/emails, questions regarding statements, online enrollment assistance, general account activity, etc.
  • Enter security order tickets after approved by the FA(s) and FC(s).
  • Perform other tasks as needed.

Qualifications:

  • Client service associate background or equivalent financial services experience.
  • Bachelor’s degree in finance, business administration or in a related field is preferred, but not required
  • 65/66 licensing is preferred, but not required.

Knowledge, Skills, and Abilities:

  • Ability to work as a team player, eager to collaborate with others, and work independently.
  • Must possess excellent communication skills with clients and team members.
  • Very organized, able to monitor all outstanding tasks, and follow up as needed.
  • Must possess a positive attitude, willingness to engage in various business projects and initiatives.
  • Knowledge of various investment products: stocks, bonds, mutual funds, and ETFs.
  • Have a broad understanding of insurance products: term, whole, variable life, long term care, and disability.
  • Broad understanding of various annuity products.
  • Must possess strong computer skills and knowledge of Microsoft Office products.
  • Must possess exceptional interpersonal and client service skills, strong organizational and analytical skills, strong written, verbal communication and grammatical skills.
  • Ability to effectively manage and prioritize multiple projects and activities on a routine basis with minimal supervision.
  • Ability to learn additional software applications.
  • Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.

Physical Demands:

·        Ability to sit for extended periods of time.

·        Ability to read computer screens, mail, e-mail, and talk on the phone.

·        Ability to unpack and move supplies up to twenty-five (25) pounds.

·        Ability to travel as directed by position requirements.

Work Environment:

·        Professional and deadline-oriented environment office setting.

·        Interaction with clients and prospects in person and virtually.

Additional Duties:          
Additional duties and responsibilities may be added to this job description at any time.  The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as requested by their supervisor.

 

Company DescriptionAt Endeavor Private Wealth we will always put our clients first. Each member of our team plays an integral role in assisting our clients reach their goals. We not only have competitive pay and benefits package, but we're able to have fulfilling work and relationships. Our offices are in Topeka and Overland Park, KS. With our team of eight, you are a vital team member, not a number.

Our mission is to build, manage, and protect our client's wealth. We offer comprehensive investment and wealth management service to select families, individuals, business owners and institutions.Company DescriptionAt Endeavor Private Wealth we will always put our clients first. Each member of our team plays an integral role in assisting our clients reach their goals. We not only have competitive pay and benefits package, but we're able to have fulfilling work and relationships. Our offices are in Topeka and Overland Park, KS. With our team of eight, you are a vital team member, not a number. \r
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Our mission is to build, manage, and protect our client's wealth. We offer comprehensive investment and wealth management service to select families, individuals, business owners and institutions.