What are the responsibilities and job description for the Client Services Associate position at Brockmann Financial?
We are looking for a highly organized individual who regularly loves those around them, examines their life, and gets better.
Do these describe you?
- You’re usually the one to clean up the mess rather than the one who makes it
- Checking things off your to-do list sounds more like fun than work
- You use technology to organize your personal life
- You are happy and thankful when someone shows you a better way to do something (even if you think your way is still better!)
- You read in your free time
- If you’re having a confusing conversation over text you’ll just give the other person a call
Work responsibilities will include the following:
Client Service:
- Manage incoming calls
- Prepare for client meetings
- Enter meeting notes and tasks into CRM
- Track tasks and paperwork to verify full and timely completion
- Follow up with clients as needed to gather requested information and confirm completed requests
- Prepare and process client paperwork
- Handle or delegate client service issues as they arise
- Manage new client onboarding process
- Manage client service schedule
Operations
- Manage advisor’s email inbox
- Assist in distributing marketing material via emails and blog postings
- Prepare and send out client birthday cards, thank you cards
- Maintaining company logs on a monthly basis
- Convert paper client files to electronic versions
This is not a sales position.
Industry experience is a plus.
Salary range $38,000-$45,000, based on experience, plus personal and business bonuses. Benefits include:
- Hybrid in office/at home schedule if desired
- Scheduled time and budget for professional development
- Paid major holidays
- 10 paid vacation days after 6 month training period
- Retirement plan with company match
- We will cover up to $1,500 of your expenses for hiring your own financial advisor
This position is located in Fort Atkinson, WI with an optional hybrid schedule of 2 days per week at home after an initial training period.
Instructions for applying for this position:
Please email office@brockmannfinancial.com a resume, three references with contact information including a phone number, and at least two examples each of how in the last 6 months you have demonstrated our three core values: loved someone near you, examined your life, and got better. This exercise is meant to show us your writing skills and ability to follow directions, as well as to help us get to know you. Thank you!
Job Type: Full-time
Benefits:
- Paid time off
- Professional development assistance
- Retirement plan
- Work from home
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
- No nights
- No weekends
Ability to Commute:
- Fort Atkinson, WI 53538 (Required)
Work Location: Hybrid remote in Fort Atkinson, WI 53538
Salary : $38,000 - $45,000