Financial Services Associate
3 weeks ago
The Financial Client Associate role at The Forge Companies is a dynamic position that requires a detail-oriented and analytical individual to support a team of Financial Advisors in providing fiduciary-level financial planning and investment services to clients. This role involves working directly with clients, internal partners, and external partners to implement financial planning recommendations and solutions.
Key Responsibilities- Support Financial Advisors in creating, designing, delivering, and implementing financial planning and investment services.
- Assist in reviewing client financial situations and gathering documents for client meetings.
- Coordinate internally to satisfy client actions and service client accounts.
- Schedule and document client meetings, serve as client contact when Financial Advisor is out of the office, and track new account paperwork and funding.
- Prepare and submit account maintenance paperwork, circulate client distribution requests, and maintain activity using the firm's contact management system.
- Handle client correspondence, maintain a professional approach to service, and research and recommend process updates as needed.
- Associate (2-year) degree or equivalent.
- Series 65 licensed (will be required to obtain within 1 year, if not).
- Life and Health Insurance licensed (will be required to obtain within 1 year, if not).
- Experience working in a client service environment or financial services.
- Ability to travel up to 10% of time for client meetings.
- Detail-oriented, strong math, and analytical skills, good organization and time management skills, ability to communicate at all levels within the organization, and process-oriented with a team.
The Forge Companies is a full-service financial firm dedicated to helping families create financial plans specific to their needs. We continue to grow at an incredible pace with both new clients and a growing team to service them. Our clients are our passion, and we are dedicated to helping families navigate through various situations. Our core values of trust, respect, excellence, expertise, and selflessness guide our decision-making process on how to best take care of our clients and our teammates.
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