Client Service Associate
Client Service Associate
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Job Description
Announcing an exciting opportunity to join Aviation Retirement Strategies LLC a leading independent financial services firm providing a total private wealth management approach for professional Pilots and the extended aviation community on a nationwide scale. Led by a former Professional Airline Pilot we excel at addressing the unique needs of professional Pilots and their families via the custom solutions the private wealth management world has to offer. Given our subject matter expertise and experience after 20 years we are recognized as a leader in our space which has amplified our growth. Our clients are affluent individuals seeking individualized private wealth management with exceptional service custom-tailored to fit their needs. Our total wealth management approach includes Comprehensive Financial Planning Investment Management and Consulting Retirement Planning Tax Strategies Estate Planning College Funding Plans and Risk Management Strategies to include but not limited to Life Disability and Long-Term Care insurance. We are a close team where everyone is debriefed on every client to create a seamless client experience throughout.
We have flexibility to look at a wide range of backgrounds and experience. If you are the type of person with unwavering client focus and can build rapport at any level you could be a fit for us. Depending on your experience within Wealth Management/Financial Planning the role could be entry level and initially focused on operational tasks and learning. For those with more experience in our industry and licensing the role could quickly evolve from an associate to servicing a client set on your own. You are exceptionally organized have amazing attention to detail and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Your primary goal is to ensure our culture where every client is the most important person in the world. You are a critical thinker and anticipate subsequent events with an unwavering ability to figure things out even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible. And if you have any exposure to aviation that will help tremendously!
Initial Responsibilities include but are not limited to:
- Facilitating exceptional service experience for clients
- Assisting in the preparation and follow up for client meetings
- Facilitating all daily client service activities like opening accounts money movement service requests etc.
- Proactively cultivating and expanding existing business client relationships through verbal and written communications
- Maintaining and updating tasks/processes as well as client files and notes in CRM
- Coordinating company events workshops and other programs
- Maintain administrative procedures and client files FINRA compliant
- Ensure that Advisor licensing is current for all aspects of business being conducted
Requirements:
- Bachelors degree in finance marketing business or a related field highly preferred; will consider High School Diploma with more than 3 years of experience
- 1 years of experience supporting a financial advisor or similar setting highly preferred; 3 years of experience working directly with clients highly preferred may consider transferable
- experience from other industries
- Good office manner and excellent written/oral communication skills are essential; the position requires the drafting of letters/emails and working with clients/prospects in person and over the phone
- The ideal candidate is an experienced reliable individual with strong organizational skills is able to prioritize and manage their work multi-task think on their feet and possess the flexibility to adapt to changing circumstances
- Ability to independently follow through on all tasks and projects-until they are completely resolved
- Ability to work under pressure and meet deadlines as workload demands
- Ability to handle client concerns effectively courteously and with compassion
- Ability to create/edit marketing material in Adobe Illustrator Photoshop Video editing etc. a plus
- Strong knowledge of MS Office especially Word Excel Powerpoint and Outlook
- Knowledge of the Aviation Industry will also receive strong consideration as well as experience in the financial services and/or customer service industry
- Knowledge of compliance issues for FINRA and SEC a plus
- Able to accept responsibility for all areas of administration including clerical and computer support functions
Salary/Benefits:
Salary will be commensurate with experience along with a bonus structure. Offices Located at Houston Intercontinental Airport.
Submit resume and brief video or narrative as to why you think you would be a good candidate to join our team.
Required Experience:
IC
Employment Type
Full Time
