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Client Service Associate for Financial Services Firm
3 months ago
Client Service Associate
The Pastor Financial Group in New Orleans coordinates all aspects of our clients’ financial lives. We offer comprehensive financial planning and investment management, and we are looking for someone to join our team
Who We Are
With decades of experience and clear strategy, we help clients harmonize their financial lives by helping them solve their challenges and achieve the life goals they dream about. We ensure clients feel they are a part of our family. We are radically transparent—always serving with integrity.
To that end we are looking for a Client Service Associate who can provide an excellent level of support for both our clients and prospects and provide that critical infrastructure for this process.
The Role
The role of our CSA is to be the single point of contact for all our daily operational and servicing needs.
You will enhance the client experience and provide exceptional service, support the firm’s functions, as needed, and serve as administrative and operational support to the team.
This is a full-time client service position with no selling. This associate will help answer the phones, welcome clients to our office, handle service needs, process paperwork accurately, and help schedule some appointments. Once (or if) licensed, you will open accounts and handle the routine service requests. You will set appointments with clients and prospects by making outgoing calls or sending emails and letters. Our CSA handles incoming mail, scanning, and online document storage. The ideal candidate will participate in client service meetings as needed and document all client interactions as they occur. Most importantly, you will maintain a robust process for follow-up, serving our clients with urgency, respect, and integrity.
Who You Are
You thrive in a small office environment. You are outgoing and enjoy client interaction, and you find satisfaction in helping people. You enjoy resolving client concerns and you ask questions to help dig into the heart of problems.
You are a detail-oriented problem solver with a high work ethic, and you have a good understanding of technology. You are punctual, organized, self-motivated, and checklist-driven.
This is a full-time position that starts at [$50,000/year] for an unlicensed, unregistered associate. There is an additional bonus structure in place for production milestones and we have plenty of room to grow. We will provide training for the role and your specific duties. Once you pass your 90-day introductory period, you will be eligible for benefits including paid time off and paid parking.
REQUIRED SKILLS AND QUALIFICATIONS:
- Bachelor’s in finance or equivalent service work experience.
- Personal computer proficiency required: Windows Office and web-based application experience preferred.
- Life and Health Insurance License, Series 7, and Series 66 registration (or successful completion of Life and Health Insurance License within 90 days of hire, and the completion of Series 66 registration within one year)
- Familiarity with customer-relationship management (CRM) software programs.
- Ability to explain complex concepts in a clear, simple manner to clients.
- Strong command of written and verbal English.
- Excellent organizational and multitasking skills.
- Ability to maintain a calm and polite manner in stressful situations.
- Willingness to cooperate with clients and management to resolve any issues that may arise.
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