What are the responsibilities and job description for the Investment Client Service Associate position at Wolff Financial Group?
Investment Client Service Associate
Manchester, CT
Wolff Financial Group is a third-generation family-owned financial planning and insurance practice, specializing in risk management and wealth management for individuals and businesses. With a strong commitment to having trusted advisor-client relationships, we help our clients achieve their financial goals and objectives. Be a part of a dedicated team that values collaboration, integrity, and a client-centered approach.
We are seeking a highly motivated and detail-oriented individual to support two active Financial Advisors. In this role, you will be instrumental in providing top-tier service to our high-end clientele. Elevate your career in a fast paced, community-oriented environment while assisting in client engagement. This is a full time position at 40 hours per week where the hours fall during normal business hours of 8:00AM – 5:00PM (including a 1-hour lunch).
Job Responsibilities:
- Provide service to individual and corporate clients by phone, in person or virtual interactions
- Assist in preparing, processing and tracking investment applications, transactions and account updates
- Create files and input client data into our client management systems
Skills and Qualifications:
- Professionalism, personable, problem solver, attention to details
- Proficient in Excel, Word, Outlook
- Organized and able to work both independently and in a team environment
- Able to communicate with clients and financial institutions by phone
Benefits: Paid time off and paid volunteer time
- 401(k) with an employer match and yearly bonuses with potential profit sharing
- Medical, dental, vision and disability insurance
- Career growth and development opportunities
- On-site gym
Equal Opportunity and Affirmative Action Employer
We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.
If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- On-site gym
- Paid time off
- Vision insurance
- Volunteer time off
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Experience:
- Administrative: 2 years (Preferred)
Ability to Commute:
- Manchester, CT 06040 (Required)
Ability to Relocate:
- Manchester, CT 06040: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000