Client Service Associate

“We help people discover, protect, and share true financial independence.”

What Winning Looks Like:

·         Timely and effective communication with clients, advisors, and team.

·         Prepare and process paperwork for new and existing business.

·         Provide turnkey support and monitoring until each plan is fully implemented.

·         Provide excellent support and assistance to clients and advisors.

·         Provide support by answering incoming phone calls for various offices.

·         Answer service calls from clients and assist them with transactions or questions.

·         Schedule, prepare, and follow up on annual reviews as required.

·         Proactively maintain a strong knowledge of industry and company systems

Skills Needed to Win:

·         Excellence: Reliable, organized/timely, and consistent performance of tasks with a detail-oriented work ethic.

·         Trailblazer: Software savvy and adaptable including: Salesforce, BambooHR, ClientWorks, Microsoft Suite

·         Balance: Understands the meaning of work however knows when it’s time to recharge personally.

·         Communication: Strong speaking and listening skills with the ability to build trust and relationships.

o    Uses a high level of discretion.

·         Fearless: The ability to overcome, and push through hard things to reach your goals.

·         Purposeful: Knowing that doing your job well contributes to the success of your team and the company.

·         Character: Self-assessing and striving to operate with integrity and respect for others.

·         Life-Changer: Actively looking for ways to help clients and team members.

Education and Experience

·         A college degree is helpful but not required.

·         High school or equivalent diploma.

Physical Requirements:

·         Physical demands: While performing the duties of this job, the employee is required to walk; sit; use hands/fingers to handle or feel equipment, or controls; reach with hands and arms; balance; stoop; talk or hear.  The employee must lift and/or move up to 20 pounds. 

·         Work environment: While performing the duties of this job, the employee will be primarily indoors with prolonged periods of sitting at a desk and working on a computer but may be required to work outdoors for events. The noise level in the office is minimal.

Opportunity:

·         As our company grows and staffing needs arise, there is the opportunity (not a requirement) to change roles after going through an internal interview process.

Pay Range: $38,000-55,000 annually goal-driven profit sharing benefits
*Pay depends on skill level and overall experience.

Salary : $38,000 - $55,000