Financial Services Associate

4 weeks ago


Maumee, Ohio, United States Toledo Financial Group, Inc Full time
Job Overview

We are seeking a highly motivated and detail-oriented individual to assist our Financial Advisor in providing exceptional service to clients. The ideal candidate will have previous experience in banking, finance, or a related field and be proficient in using CRM software such as Salesforce or Redtail.

Key Responsibilities:

  • Support the Financial Advisor in preparing for client meetings and following up on pending service items.
  • Communicate with clients and investment companies to ensure timely resolution of service items.
  • Assist with maintaining compliance with regulatory rules and regulations.
  • Log service notes and communicate status updates to the Advisor and clients.
  • Build relationships with new and existing clients to drive business growth.

Requirements:

  • Previous experience in banking, finance, or a related field.
  • Proficiency in using CRM software such as Salesforce or Redtail.
  • Strong analytical and critical thinking skills.
  • Excellent written and verbal communication skills.


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