Financial Planning Office Associate
13 hours ago
As a Senior Client Service Associate, you will play a vital role in ensuring the smooth operation of our fast-paced and friendly financial planning office. You will work closely with our financial advisors to manage and organize office workflow, focusing on delivering a unique client experience that sets us apart.
Key responsibilities include:
- Working with the home office to ensure accurate account setup and resolving issues
- Completing post-meeting tasks, including account paperwork, money movements, and product applications
- Maintaining files and records in accordance with our records retention policy
- Performing other allowable duties as assigned by the advisor
You will also be responsible for providing exceptional client care, including:
- Calling clients or prospects to set up meetings or appointments
- Coordinating client appreciation events and seminars
- Answering unsolicited calls from clients and prospects to schedule appointments and provide assistance
To be successful in this role, you will need:
- A college degree or higher
- 2+ years of similar experience
- Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance license
We offer a competitive compensation package, including:
- Health benefits
- 401(k) Retirement Plan with Employer Match
- Paid Holidays
- Paid Vacation
We are proud to be named by InvestmentNews as a 2023 Best Places to Work.
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