What are the responsibilities and job description for the Client Services Associate position at Financial Voyages, LLC?
Independent Financial Planning Firm seeking to fill a full-time position on our administrative team, supporting a team of 5 advisors. Under the general guidance of the advisors and operations manager, providing service and support to over 1,000 clients within an interdependent team framework. Communicating with clients, prospective clients and other contacts via phone, email and in person is a fundamental part of this position and a pleasant phone manner is essential. This is a fast-paced working environment requiring the ability to adapt quickly to changing priorities.
Other duties include, but are not limited to:
- Scheduling appointments, phone calls, and virtual meetings
- Researching client inquiries and requests
- Follow-up with clients on paperwork, etc.
- Handling paperwork for account maintenance
- Performing other responsibilities and duties as assigned
- Maintaining CRM database of client and vendor information
- Communication skills are essential, also basic computer skills with the capacity to learn new software
Position is initially 100% in office.
We offer competitive wages as well as health insurance, matching 401k (after six months of service), potential annual bonus and a hybrid in-office/work from home option after initial training period. Background check (fingerprinting) required.
Educational Requirements:
- College degree beneficial but not required
- Financial licenses and certifications beneficial but not required
Additional Compensation:
- Bonuses Benefits
- Retirement plan
- Paid time off
Company Culture:
- Team-oriented -- cooperative and collaborative
- People-oriented -- supportive and fairness-focused
- Stable -- traditional, stable, strong processes
Schedule:
- Monday to Friday
- No weekends
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to Relocate:
- Harleysville, PA 19438: Relocate before starting work (Required)
Work Location: In person
Salary : $20 - $25