What are the responsibilities and job description for the Client Service Representative position at Magellan Financial?
New Accounts Manager at Elite Retirement Group in Plover, WI
Are you searching for a career where your contributions matter, your work-life balance is respected, and your growth is prioritized? Leave behind the feeling of being just another cog in a corporate machine. Join a team where your dedication to excellence is recognized and celebrated.
Why This Role Stands Out
- Career Growth Opportunities: We’re committed to promoting from within and helping you achieve your professional aspirations.
- Supportive Team Culture: Work alongside seasoned professionals invested in your success.
- Half-Day Fridays, No Weekends: Your time off stays sacred.
What You’ll Gain
- Make an Impact: Be the trusted guide for clients as they embark on their financial journeys with our firm.
- A Voice That’s Heard: Join a growing local firm where your ideas and contributions shape our future.
- Direct Collaboration: Work closely with our founder in a highly collaborative, entrepreneurial environment.
- A Clear Path Forward: As our firm grows, so will your opportunities for advancement.
- A Vibrant Work Environment: Enjoy a modern office in Plover, WI, with an upbeat and energetic culture.
Who Will Thrive Here
- Thrives on delivering exceptional client experiences.
- Has a keen eye for detail and takes pride in getting it right the first time.
- Loves building meaningful relationships with clients and colleagues.
- Seeks to grow and learn in the financial services industry.
- Appreciates structure but can adapt and think creatively when needed.
Your Daily Mission
You’ll be the welcoming face and trusted point of contact for new clients, ensuring a smooth and seamless transition to our firm. Collaborating closely with our advisors, you’ll manage the crucial details that lay the foundation for long-lasting client relationships.
The Ideal Candidate
- Skills & Experience:
- Experience in financial services is a bonus, but attitude and aptitude are what we value most.
- Exceptional communication skills and meticulous attention to detail are essential.
- Basic computer proficiency is required.
- A WI insurance license is a plus but not mandatory—we’ll support your licensing journey.
Ready to Join Us?
If you’re looking for more than a job and a fulfilling career where you can make a real difference, this is your chance. Take the first step toward a career where your voice matters and your growth is supported. Apply today!
Job Type: Full-time
Pay: $35,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Compensation Package:
- Bonus opportunities
- Performance bonus
Schedule:
- Monday to Friday
- No nights
- No weekends
Experience:
- Financial services: 1 year (Preferred)
Ability to Commute:
- Plover, WI 54467 (Required)
Work Location: In person
Salary : $35,000 - $45,000
