Client Services Associate

3 weeks ago


Cedar Rapids, United States Strategic Financial Solutions Full time

Are you experienced in the financial industry and looking to use your expertise at a fun, fast-paced, and growing environment? Strategic Financial Solutions is looking for a Client Services Associate, who will work closely with the 3 advisors in our firm and our clients and assisting in their financial planning. Strategic Financial Solutions is a fast-paced, fun, friendly, and dedicated environment. This position will involve working with a dedicated group of people, serving our clients with utmost respect, to help them achieve their financial goals and exceed their expectations for retirement. MAJOR RESPONSIBILITIES: Process trade orders for existing SFS clients. Process new business for our firm in a timely manner, with proper tracking in place. Answer questions regarding the firm’s products and services for both internal and external clients. Maintain larger and/or complex client accounts Ensures proper handling and safeguarding of classified, confidential, private and sensitive information Provide quality service and information to the firm’s clients Serve as liaison between advisors and clients to ensure that items have been handled effectively and in a timely manner. Complete case preparation for upcoming client meetings Complete client servicing follow-up, including transcription, for our team of advisor’s clients. Complete MoneyGuide Elite for new and existing clients for the SFS Advisors. REQUIREMENTS: 2+ Years of Financial Industry Experience FINRA Licensed (Series 6) or willingness to do so within first 90 days of hire Knowledge with trading and investments Strong ability to prioritize and organize tasks, projects, and other assignments Future-based mindset Salary to be determined based off of experience and will be discussed during the interview process.

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