Client Associate

Aspire Wealth Partners

Job Description - Client Care Associate (Full-time)

About Us

Aspire is an independent firm that provides Financial Planning, Investment Management, Insurance and Tax Services to a growing number of clients, including retirees, women, and business owners. Our Advisors work with clients to clarify financial goals and implement strategies to meet those goals. Our mission is to guide clients to experience Financial Confidence through expert advice, exceptional service, and enduring partnerships.

Position Summary

The Client Care Associate is an ambassador and liaison between our Advisors and clients. The Associate’s primary goals are to nurture client relationships and deliver an exceptional client experience. The Associate engages clients through friendly and personalized communication, touchpoints and events, and shares feedback with Advisors and Staff.

Candidate Profile

The Client Care Associate is naturally friendly, outgoing, empathetic, helpful, loves serving and interacting with people, and possesses a high degree of emotional intelligence and intuition. The Associate should have prior client service experience in a similar industry (ideally Financial, Banking, Insurance, Accounting or Legal). The nature of our work requires professionalism, trustworthiness, confidentiality, and discretion. The Associate must be comfortable working closely with others in a dynamic and collaborative environment, and must be able to follow process, observe details, and prioritize concurrent tasks. *Marketing experience is not required but highly desirable.

Opportunity

We provide a competitive salary range based on competence, and a variety of opportunities for growth. We are a family-owned, faith-based company with a positive, friendly and flexible work environment. We provide one-on-one training and support to learn our philosophy and processes. We seek to inspire each other to be our best, and we appreciate the unique perspective and strengths each person contributes to a thriving team. We empower each person to own their role and actively participate in decisions that impact our clients and operations.

Responsibilities

· Client communications: Phone, email, text, mail, fax

· Client reception: Greeting, conversation, beverage service

· Client touchpoints: Maintain framework for touchpoints, Prepare cards and gifts for clients

· Client meetings: Schedule meetings, Prepare and process packets

· Client events: Research, plan, coordinate

· Client records: Documentation, reporting and maintenance in CRM, account portal, physical files

· Office administration: Maintain appearance, supplies, technology support

· Advisor support: Assistance, licensing, clerical

· Role development: Expand through learning, collaboration, innovation

· *Marketing: Design, writing, video, website, social media

Requirements

· Experience: 5 years in customer service, account manager or similar role(s)

· Credentials: High School Diploma, College degree preferred

· General: Computer & office technology; Microsoft Office; Clean background check (credit & legal)

Personal Attributes

As a faith-based company, we are committed to following Biblical principles in our decisions, interactions, and advice. In addition to job-specific qualifications, a successful team member aspires to:

· Act with integrity, honesty, and fairness

· Respect, serve and support others with kindness

· Display a positive attitude and encourage others

· Communicate effectively and thoughtfully

· Take responsibility and ownership

· Grow personally and professionally

· Meet clients’ needs and resolve problems quickly

· Be resourceful and confident when facing challenges

· Voluntarily lead or follow others to achieve results

· Be prompt, proactive, and manage time and tasks wisely

· Understand how their role supports the overall mission

· Exercise self-discipline

· Maintain a professional appearance, hygiene, and self-care

Hours & Location

Full-time; Temperance, MI

Job Type: Full-time

Pay: $17.00 - $26.00 per hour

Benefits:

• 401(k)
• Paid time off

Schedule:

• 8 hour shift

Application Question(s):

• Do you enjoy spending your day talking and engaging with others?

Experience:

• client care: 3 years (Required)

Work Location: In person

Salary : $17 - $26