Financial Planning Associate
1 day ago
We are seeking a highly organized and detail-oriented Client Service Associate to join our team at the Financial Planning Association. As a key member of our operations team, you will provide dedicated support to our Financial Advisors, ensuring seamless client experiences and exceptional service delivery.
Key Responsibilities:- Provide operational support to Financial Advisors, including client onboarding, account management, and administrative tasks.
- Develop and maintain collaborative relationships with clients, advisors, and internal teams to ensure effective communication and issue resolution.
- Utilize Microsoft Office Suite and proprietary software to manage client data, track progress, and maintain accurate records.
- Work under direct supervision of assigned Team Leader, taking direction and feedback to continuously improve performance.
- Collaborate with cross-functional teams to identify and implement process improvements, ensuring efficient and effective operations.
- Associates or Bachelor's degree preferred, but not necessary.
- Three years related work experience demonstrating outlined duties and skills.
- Intermediate to advanced computer skills, with proficiency in Microsoft Office Suite and ability to learn proprietary software.
- Excellent oral and written communication skills, with ability to interact with clients and advisors in a professional manner.
- High level of confidentiality and professionalism, with ability to maintain client confidentiality and handle sensitive information.
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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