What are the responsibilities and job description for the Retirement Planning Specialist position at ASC Financial Group?
About ASC Financial Group
We are committed to providing comprehensive financial solutions that cater to the diverse needs of our clients. Our dedication to building long-term relationships with our clients has enabled us to establish ourselves as a reputable name in the financial services industry.
Job Responsibilities
- Client Onboarding: Welcome new clients and ensure a smooth transition to our services.
- Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Documentation Management: Prepare and process client documentation with meticulous attention to detail.
- Partnership Development: Foster collaborative relationships with financial partners to deliver exceptional client experiences.
- Advisor Support: Provide support to financial advisors in delivering high-quality service to our clientele.
Key Qualifications
- 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 communication skills to build strong client relationships.
- Organization: Strong organizational and time-management skills to meet deadlines.
- Collaboration: Ability to work collaboratively in a team-oriented environment.
About the Career Opportunities
At ASC Financial Group, we offer a range of career opportunities for motivated individuals who share our commitment to delivering exceptional client experiences.
Why Choose Us
- Competitive Compensation: Enjoy a salary commensurate with your experience.
- Professional Development: Access training and development opportunities to enhance your skills and knowledge.
- Comprehensive Benefits: Receive comprehensive health insurance coverage, retirement plans, paid time off, and other benefits.
