Client Associate

Essential Duties & Responsibilities

• Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
• Collaborate with the marketing department to develop division specific materials.
• Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards.
• Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms.
• Cultivate professional relationships with clients by providing high-quality client experience.
• Demonstrate regular and reliable attendance.
• Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
• Other duties as assigned by management.

Education, Requirements, Qualifications & Skills

• A high school diploma or equivalent is required. Additional college courses and/or office environment experience are preferred.
• The ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same, is required.
• Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons is essential.
• Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service are required.
• Strong organizational and time management skills to handle multiple tasks and prioritize effectively are necessary.
• Self-starter capability and the ability to complete tasks with little or no supervision are key.
• Knowledge of insurance regulations and compliance requirements is beneficial.

Pay

Details about pay are not specified in the job posting.

Schedule

Details about the schedule are not specified in the job posting.

Benefits

Details about benefits are not specified in the job posting.