What are the responsibilities and job description for the Wealth Management Client Service Associate position at CPS, Inc.?
Job Description:
This position handles all support functions for the client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in incoming calls and emails. This individual will support a team of Financial Professionals. They will produce promotional materials for scheduled events such as email campaigns, flyers and other materials as needed by clients and handle relationship management activities with new and/or existing clients.
Compensation:
$45K-$50K – fully remote
PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
This position handles all support functions for the client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in incoming calls and emails. This individual will support a team of Financial Professionals. They will produce promotional materials for scheduled events such as email campaigns, flyers and other materials as needed by clients and handle relationship management activities with new and/or existing clients.
Compensation:
$45K-$50K – fully remote
PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Salary : $45,000 - $50,000
