Financial Services Representative
2 days ago
Campbell & Company, Wealth Advisors, and Certified Public Accountants is a dynamic Wealth Management & CPA Firm celebrating 3 decades in business.
Estimated Salary: $65,000 - $80,000 per yearThis compensation range takes into account the qualifications and experience required for the position, as well as industry standards for Financial Client Service Associates in similar locations.
Job DescriptionThe ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related fields. As a Financial Client Service Associate, you will play a critical role in supporting our clients and financial advisors, ensuring that their needs are met with professionalism and efficiency.
Main Responsibilities:
- Protect and Guide our Clients in Retirement Planning
- Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and providing support via phone, email, and in-person meetings
- Assist clients with account opening, maintenance, and account-related transactions, ensuring accuracy and compliance with regulatory requirements
- Coordinate with financial advisors to gather necessary information and documentation for client meetings and presentations
- Prepare and distribute client reports, presentations, and other materials as needed
- Proactively communicate with clients to provide updates on account activity, market trends, and other relevant information
- Conduct research and analysis to address client inquiries and support financial planning efforts
- Maintain accurate and up-to-date client records in our CRM system and other databases
- Collaborate with internal teams to streamline processes, improve efficiency, and enhance the client experience
To succeed in this role, you should have:
- A minimum of 3 years of experience in financial services, client relations, or a similar role
- Strong interpersonal skills and a commitment to providing exceptional customer service
- Excellent communication skills, both verbal and written
- Detail-oriented with strong organizational and time management abilities
- Ability to multitask and prioritize tasks in a fast-paced environment
- Proficiency in Microsoft Office Suite and CRM software
- Knowledge of financial products, investment strategies, and industry regulations is preferred
- Series 65 and/or Florida Insurance License 2-15 a plus, or willingness to obtain within a specified timeframe
We offer a comprehensive benefits package, including:
- Health care reimbursement available
- 401(k) with safe harbor match
- Short-term and Long-term Disability
- Life Insurance
- PTO and Paid Holidays
- Goal Bonuses
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