Client Service Associate

1 day ago

Lincoln, Nebraska, United States Wealth Management Concepts Full time

Position Overview

Join our dynamic team as a Client Service Associate and become the vital link between our clients and our innovative solutions. This role offers the opportunity to deliver exceptional customer service and manage client accounts within a fast-paced, collaborative environment. You will play a key part in fostering strong client relationships, ensuring satisfaction, and driving the success of our financial services offerings.

Essential Job Duties

  • Serve as a point of contact for clients, providing timely and professional support across various channels.
  • Coordinate, schedule, confirm, and organize client meetings, facilitating both in-person and online appointments and assist with notetaking as necessary.
  • Complete, process, and monitor new account and insurance paperwork, signature collection, data entry into processing systems, payment processing, digital file maintenance, report generation, and documentation imaging.
  • Handle routine client account maintenance tasks, such as processing name and address changes, bank authorizations, and responding to client queries or issues.
  • Implement recommendations of Advisors, such as opening new accounts or applying for insurance policies or closing accounts or insurance policies.
  • Monitor status of account openings and insurance applications, reporting and recording updates to clients and Advisors.
  • Assess client/prospects financial situation and goals to provide support to clients and Advisors.
  • All other duties as assigned.

Qualifications & Skills

  • At least 3 years' experience in customer service, sales, or administrative support in the financial services industry. Experience may include investments, wealth management, life insurance, banking, etc.
  • FINRA Series 7 or 66 license, preferred or willing to pursue.
  • Life, Health, and Annuity license, preferred or willing to pursue.
  • Strong communication skills with the ability to clearly articulate complex information to diverse audiences.
  • Experience in customer relationship management platforms, preferred.
  • Experience with project management methodologies to organize tasks efficiently and meet deadlines.
  • Knowledge of financial services industry standards and terminology, preferred.
  • Demonstrated ability to manage multiple accounts simultaneously with attention to detail.
  • Analytical skills to interpret data insights for strategic decision-making.
  • Customer service orientation combined with proactive problem-solving abilities.

FP Wealth Management is an Equal Opportunity Employer.

Job Type: Full-time

Pay: From $24.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

Work Location: In person

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