Client Service Administrator - Maar Financial Group

Summary

Job Description

Position Summary

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrators main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and participating in occasional marketing events that may occur during non-business hours.

Compensation

Compensation will be market and situation-based corresponding to the candidates experience level and credentials. The package will include a competitive salary annual bonus opportunity after one years employment and participation in a 401(k) plan. Option of medical.

Salary Range based on license status: $46000 - $58000

Position Roles/Responsibilities/Accountabilities

• Bachelors degree preferably in a business or finance related field
• Must have or be interested in attaining securities registration with SIE Series 7 and Series 66 within 120 days of employment as well as insurance licensing
• Interested in understanding economic trends regulations and other factors affecting client investments
• Excellent writing skills
• Very detail oriented and organized
• Excellent problem solving and communication skills
• Ability to flourish in a fast-paced environment
• Ability to maintain integrity of sensitive/confidential information
• Work well in a team-oriented environment
• Demonstrate an ability to develop and cultivate relationships
• Accept feedback and constructive criticism well
• Pass any applicable pre-employment tests
• Be able to demonstrate customer service orientation/experience obtained in any field
• Proficient in Microsoft Word Outlook and Excel

External/Internal Dependencies

• Must be able to work with all roles of the Maar Financial Group.
• Must be able to represent the organization in work with external clients.
• Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process a verification of a candidates background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.