Operations and Client Service Associate

Are you passionate about making a difference in people's financial security and supporting a team of talented individuals? Join Team Penn, an established and growing firm, as the Operations and Client Services Associate. In this role, you will support our financial services practice - with a focus on insurance, investments and planning - gaining knowledge regarding all facets of the company. Our firm values ongoing education and personal growth. Each team member is offered the opportunity to pursue industry licenses and designations as part of their development plan. We’re looking for someone who can work independently while being part of a team, can interact with high net worth clients, can take initiative, is detail- and process-oriented, and willing to grow and learn. This role provides the perfect opportunity to be part of a small, experienced team focused on providing the best client experience possible with tremendous growth potential for the ideal team player.

How to determine if you are the right fit for our culture:

• You are detail-oriented, flexible and can move quickly
• People have told you that one of your strengths is thinking ahead
• You are a self-starter, and enjoy finding solutions to problems on your own
• Have a "can do" attitude
• You have excellent writing skills, including penmanship
• You can see things from the client's perspective
• People describe you as warm, caring, and empathetic
• Interacting with people energizes you
• You are open to giving and receiving constructive feedback

Aligning with our core values is a must for this role. Our core values are:

• Integrity: We are honest, doing the right thing even when no one is watching
• Growth: We are continually learning and improving
• Courage: We have the moral strength to do things that are difficult
• Clarity: We strive to be easily understood and transparent in our work
• We > Me: We serve, support, and respect each other, while holding each other accountable

Qualifications:

• Desire to work in an office with a small team
• Previous customer service experience
• Two or four year college degree (will consider work experience)
• Open to obtaining Wisconsin Life and Health licensing in the first 6 months
• Open to obtaining Series 6 and 63 securities licenses in the first two years

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $50,000 - $60,000