What are the responsibilities and job description for the Financial Services Advisor position at ASC Financial Group?
About ASC Financial Group
We are a rapidly growing retirement planning and wealth management firm dedicated to helping individuals nearing or in retirement build personalized strategies to protect their assets and create sustainable income streams.
Our client-first philosophy and comprehensive financial solutions have positioned us as a leader in the industry. We empower our team members to build rewarding and purposeful careers while safeguarding our clients' financial futures.
Job Description
- Engage with Clients: Serve as the primary point of contact, addressing inquiries and ensuring satisfaction.
- Manage Documentation: Prepare and process client paperwork with meticulous attention to detail.
- Coordinate with Partners: Collaborate with financial intermediaries to facilitate seamless client experiences.
- Maintain Records: Ensure accurate and up-to-date client information within our CRM system.
- Support Advisors: Assist financial advisors in delivering top-tier service to our clientele.
Requirements
- Experience: 3–5 years in client service within the financial services industry.
- Technical Skills: Proficiency in Microsoft Office Suite; experience with CRM systems is a plus.
- Communication: Exceptional verbal and written skills to build and maintain strong client relationships.
- Organization: Detail-oriented with strong time-management capabilities.
- Team Player: Ability to work collaboratively in a team-oriented environment.
About the Role
This opportunity is ideal for those passionate about delivering exceptional client experiences and contributing to a dynamic environment where contributions directly impact clients' financial well-being.
What You Will Gain
- Growth Opportunities: Be part of a rapidly expanding firm with avenues for career advancement.
- Competitive Compensation: Enjoy a salary commensurate with your experience.
- Comprehensive Benefits: Access health insurance, retirement plans, paid time off, and professional development opportunities.
