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Client Service Associate
2 months ago
This role will be involved with all aspects of a comprehensive financial planning team.
Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team.
The goal will be for this individual to become licensed and involved in some parts of the financial planning process.
This role will include administrative and operational activities, but it will also include financial planning work and direct interaction with clients.
This could be an ideal fit for someone who is new to but passionate about the financial planning profession.
This is not a sales or business development role.
Requirements
Bachelor's
degree preferred.
Outstanding
written and oral communication skills.
Highly
organized with absolute attention to detail.
Client-first
attitude, creative thinker.
Strong
quantitative and analytical skills.
Strong
written communication skills.
Ability
to learn new technology systems.
Proven
ability to prioritize and handle multiple tasks efficiently.
Self-motivated
and demonstrated initiative.
Strong
computer skills with a proficiency in Microsoft Office and Outlook and efficient
and effective at navigating the Internet and major social media platforms.
Professional
demeanor in handling all aspects of business.
Ability
to work courteously and respectfully with clients, co-workers, and vendors.
Benefits
Starting salary $60-65K with incredible potential for growth, bonus pool target 5-10%, 401(k) with current competitive match and discretionary profit-sharing, access to health and ancillary benefits through a cost-share
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