Client Service Associate - Financial Services

Responsibilities

• Help develop campaigns and maintain relationships to increase penetration of existing markets.
• Provide outstanding service to reproduce top clients.
• Gather data from clients for preparation of financial plan.
• Enter and manipulate information into Contact Management System and Financial Planning software.
• Maintain all calendar related items, schedule and confirm all meetings.
• Implement client “touches” to create concierge experience resulting in consistent referrals.
• Perform follow up and process new business; manage existing client relationships.
• Use email and notes to track the next step in the planning process for client, set reminders as necessary.

Requirements

• Previous financial advisory services or similar experience required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
• The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them
• Must be a self-starter and goal-oriented

Skills and Experience

• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Excellent verbal and written communication
• Service oriented attitude
• Able to maintain confidentiality of information
• Able to coordinate multiple tasks and priorities in a fast-paced environment
• High attention to detail
• Proficiency with Microsoft Office and Outlook
• Exceptional organization and problem solving

Benefits

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% ER PD – other plans available with shared cost)
• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Life & STD available
• Supplemental Insurance available
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities