Financial Professional Associate

Overview:

Are you a dynamic, detail-oriented individual with a passion for delivering unparalleled customer service? If so then we are seeking a highly motivated Client Service Associate to join our esteemed wealth management team. In this pivotal role, you will play a crucial part in maintaining strong client relationships, ensuring operational efficiency, and upholding our commitment to excellence in service delivery.

Key Responsibilities:

• Manage incoming calls and emails, providing prompt and professional responses to client inquiries and requests.
• Process client transactions with precision, ensuring accuracy in account records and compliance with regulatory standards.
• Utilize our Customer Relationship Management (CRM) system to document and track client interactions and work items effectively.
• Provide comprehensive support to our financial advisors on products and services, offering valuable insights and assistance as needed.
• Prepare and submit financial and investment documents, including applications and withdrawal forms, in a timely manner.
• Facilitate the opening of new accounts for clients, ensuring all necessary documentation is completed and processed.
• Update beneficiary information in accordance with client requests.
• Compile reports and presentations for both prospective and existing clients, showcasing our firm's offerings and value proposition.

Minimum Requirements:

• Demonstrated experience in customer service.
• Prior experience in finance or banking.
• Proficiency in analytical thinking.
• Exceptional attention to detail.
• Strong mathematical aptitude.
• Self-driven and assertive, with a commitment to professional excellence.
• Proficiency in Excel and PowerPoint
• Capability to work autonomously and within a team environment.
• Excellent verbal and written communication abilities.
• Familiarity with CRM systems and methodologies.
• Competence in utilizing the Microsoft Office suite.

Preferred Qualification:

• Bachelor's degree in business, finance, marketing, or a related discipline.
• Background in wealth management and financial planning.

Schedule:

8:30am to 5:00pm Monday through Friday

Pay & Benefits:

• $50,000.00 - $70,000.00
• 401(k)
• Comprehensive structured training program.
• Supportive team environment.
• Generous paid time off, including holidays.
• Medical, vision, and dental insurance coverage.
• Disability and life insurance benefits.

Location:

Onsite- Columbus, OH

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• Columbus, OH: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $70,000