Client Services Associate

Job Title: Client Service Associate

Location: Columbus, OH

Status: Full-Time

Job Category: Financial Services

About our Firm:

PG Financial Partners is an independent financial practice headquartered in Columbus, Ohio. We take a holistic approach in working with our clients and educate and assist them through a variety of areas such as financial planning, estate planning strategies and business owner planning.

About You:

• You are a personable, curious and motivated individual looking to learn all areas of our business

• You are highly organized, detail oriented and a pro at managing competing priorities.

• You are very effective at project management and tracking progress with an eye on deadlines.

• You have excellent written and verbal communication skills, and you enjoy helping clients.

• You can work independently and figure things out on your own when needed.

• You have the aptitude to learn new things quickly, and you are self-motivated when it comes to personal performance.

The Role:

You will work with multiple financial advisors and will be required to assist in a wide variety of support functions for the practice, thus making a significant contribution to the success of the firm. Individuals in this role support advisors by providing comprehensive administrative, client relations, and planning support. This role is meant to be a starting point for the career path to Financial Advisor. Responsibilities defined below, but may not be all inclusive.

Responsibilities:

• Independently handle all client service questions, changes, or problem-solving of account issues

• Interface with the Broker-Dealer, fund companies, custodians and insurance companies.

• Deliver exemplary service to all clients, and concierge-level service to select groups, as directed by the advisor

• Gather, organize, and input client data into financial planning software

• Prepare annual reviews and sit in on client meetings, taking notes as directed

• Manage workflow to ensure timely delivery of financial plans

• Communicate instructions on how to register for online client access

• Support the team with other initiatives, tasks and projects as needed

Requirements:

• Bachelor’s degree or equivalent work experience

• 2 years prior Financial Services experience is desired
• 2 years of prior Sales experience is highly desired

• Strong computer skills, including proficiency in Word, Excel and PowerPoint

• Experience working with Financial Planning software (eMoney, MoneyGuide Pro, etc.) is desired

• Must have or be willing to acquire FINRA SIE, Series 7, Series 63/65 or 66 and insurance licenses (within 6 months of hire)

We offer:

• Highly competitive salary and bonus structure

• Mentorship and support to becoming a Financial Advisor if desired

• Potential for Series 7, 66 and insurance licensing (if not already licensed)

• All Osaic/ NYSE holidays and paid vacation; possible stipend for healthcare insurance

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Compensation Package:

• Bonus opportunities

Schedule:

• Day shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 2 years (Preferred)
• Microsoft Office: 4 years (Required)
• Financial software: 1 year (Preferred)
• Administrative: 1 year (Required)

License/Certification:

• FINRA License (Preferred)

Ability to Commute:

• Columbus, OH 43235 (Required)

Work Location: Hybrid remote in Columbus, OH 43235

Salary : $50,000 - $60,000