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.

Responsibilities:

  • Support the Financial Advisor in preparing for client meetings and ensuring timely follow-up on pending service items.
  • Communicate with clients and various investment and insurance companies to resolve service-related issues.
  • Maintain compliance with regulatory rules and regulations, and log service notes in our CRM system.
  • Build strong relationships with clients and contribute to the growth of our client base.

Requirements:

  • Previous experience in banking, finance, or a related field.
  • Proficiency in Salesforce or Redtail CRM is a plus.
  • Strong analytical and critical thinking skills, with excellent written and verbal communication skills.


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