Client Service Associate

3 weeks ago

Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time
Job Description:
We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The 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.

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.
  • Adhere to all regulatory requirements and company policies related to client interactions and confidentiality.

Qualifications:
  •  Minimum 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.

Benefits:
  • Health care reimbursement available, 401(k) w/ safe harbor match, Short-term & Long-term Disability, Life Insurance, PTO, Paid Holidays, Goal Bonuses, 

If you are a motivated and client-focused individual with a passion for financial services, we invite you to apply for the Financial Client Service Associate position. Please submit your resume and cover letter outlining your qualifications and why you are interested in joining our team.

About Campbell & Company, Wealth Advisors, and Certified Public Accountants:

We are a Wealth Management & CPA Firm, celebrating 3 decades in business. Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service.

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