Client Service Associate
Client Service Associate
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Job Description
We are an independent financial services firm with a rich history in Lincoln NE. We have more than 20 years of experience and success and as a firm we take care of over 250 households. Our focus is on delivering the highest level of care understanding and support to new and existing clients as they navigate real-life financial situations and milestones that matter most to them. We take the time to listen to our clients and serve as trusted advocates guiding them through personalized financial planning investment management insurance solutions employer-sponsored retirement plans and more. We are a small but nimble team and we never hesitate to help one another.
We are hiring a Client Service Associate to support our team our clients and our continued growth. You will play an important part in servicing maintaining and enhancing the strong relationships built with our clients. Whether you are completing paperwork opening new accounts handling service requests scheduling meetings or preparing for them you approach each task with a servants heart and an unmatched level of accuracy and efficiency. In addition to having a strong working knowledge of industry software systems and processes you are exceptionally organized detail-oriented and committed to delivering a smooth confidence-inspiring experience with every client interaction. You are proactive naturally curious and take pride in your work. You are always striving to be better and do better consistently seeking ways to take tasks off the advisory teams plate so they can focus on financial planning meeting with clients and delivering value. Your personal drive initiative and ability to manage competing priorities are what will make you successful here!
ESSENTIAL RESPONSIBILIITES
- Greet and welcome clients in a friendly and professional manner in person and over the phone
- Communicate process and follow up with clients on various client service items including general questions applications withdrawal requests beneficiary changes etc. following all to completion
- Coordinate with the advisor and clients to complete and process new account paperwork transfers contributions and keep client accounts in good standing
- Answer screen and route phone calls assisting clients directly or taking messages for other team members as appropriate
- Service existing clients including processing retirement distributions paperwork for changing investments preparing for client reviews etc.
- Create and maintain accurate client records in the CRM system (Redtail) ensuring all confidential and required information is securely stored
- Deliver superior client service; troubleshoot problems and serve as liaison between advisor and client as needed
- Schedule appointments maintain calendar and coordinate scheduling internally and externally
- Communicate with the broker/dealer advisory firm and product contacts
- Follow manage and monitor task list effectively prioritizing time-sensitive requests or issues
SKILLS & REQUIREMENTS
- College graduate highly preferred or equivalent work experience
- 3 years of financial services experience required; ideally in B/D or RIA environment supporting a financial advisor or similar setting
- Series 7 and Life and Health insurance license highly preferred or willingness to obtain within 6-12 months
- Knowledge of industry-specific software required; familiarity with Redtail eMoney and Holistiplan preferred
- Tech-savvy and highly proficient in Microsoft Office suite (Excel Word and PowerPoint); strong ability to learn and apply new software systems quickly
- A commitment to excellence; detail-oriented client-focused and highly organized
- Excellent interpersonal and communication skills; ability to communicate in a pleasant tactful and effective manner (both orally and in writing) and to handle difficult sensitive issues
- Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlineefficiently despite frequent interruptions
- Proactive team player able to work in a fast-paced environment
- Must be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; final job offer is dependent on successful completion and approval by the broker/dealer firm
ADDITIONAL DETAILS
- Competitive base compensation of $65000-$80000 depending on experience
- Annual pay raises based on cost-of-living and employee tenure
- Retirement plan with employer match
- Generous PTO program and paid holidays
- Career advancement opportunities
- Four-day work week; Fridays off!
- Office hours are Monday: 8:00a-6:00p Tuesday: 8:00a-8:00p Wednesday: 8:00a-6:00p Thursday: 8:00a-8:00p. Only required to work until 8:00p once per week.
Required Experience:
IC
Employment Type
Full Time
