What are the responsibilities and job description for the Client Services Associate position at Bednarz Financial Group?
Job Summary:
Bednarz Financial Group is seeking a Client Services Associate who is highly organized and detail-oriented to provide critical administrative support, ensuring the smooth operation of our daily activities.
Responsibilities:
· Prepare and process applications, transfer paperwork, and account services.
· Draft and prepare client letters and other written communications as needed.
· Assist clients with setting up online access.
· Perform tasks with a high degree of accuracy and attention to detail.
· Organize and prepare client documents and reports.
· Maintain and update client databases and records with precision and confidentiality.
· Keep workflow organized for Financial Advisor(s) and ensure smooth operations.
· Handle client and team communications via phone, email, and other channels.
· Manage and coordinate the advisors' calendars, appointments, and meetings.
Qualifications:
· Required: Minimum 3 years of administrative experience in the financial services industry.
· Familiarity with financial terminology and basic understanding of financial processes.
· Proficiency in MS Office Suite, database management and familiarity with financial software.
· Strong written and verbal communication skills.
· Meticulous attention to detail and effective task prioritization.
· Ability to manage confidential information with discretion.
· Ability to work independently and follow directions.
· Punctual and reliable.
Requirements preferred:
· LICENSING: -Securities License 7 and 63
Education and Experience:
· Previous experience in a similar role within the financial services sector.
How to Apply:
Interested candidates should submit a resume and cover letter to rpbednarz@ae.cadaretgrant.com Please include "Client Services Associate Application" in the email subject line.
For inquiries, please contact rpbednarz@ae.cadaretgrant.com.
Job Type: Full-time
Pay: $25.00 - $34.00 per hour
Expected hours: 37.5 per week
Benefits:
- Paid time off
- Retirement plan
Schedule:
- Day shift
- Monday to Friday
Work Location: In person
Salary : $25 - $34