Client Service Associate

Company: Phillips Financial

Position: Client Service Associate

Overview

Phillips Financial is a successful financial services firm, including comprehensive financial planning and wealth management, located in Fort Wayne, Indiana. We are seeking a full-time Client Service Associate to join our Individual Wealth Management Division. The Client Service Associate will serve as a key resource to our front office client service team, including providing extensive coverage for the front desk and incoming calls. This role will assist in completing administrative tasks, such as processing mail, scanning, putting together client deliverables, and printing/copying. This role will also be trained in key client service tasks and will serve to support our advisors and client service team. Candidates must be professional, have excellent communication skills, be detail-oriented, be able to prioritize multiple tasks and projects, be a team player but with the ability to work independently, and constantly strive for excellence. This role has an opportunity for growth within our client service department and would be considered for any full-time back-office client service roles.

Key Areas of Responsibilities

· Front desk coverage

· Phone coverage support

· Front office administrative tasks, such as processing mail, maintaining supplies, and processing client deliverables

· Supporting our client service department, including working directly with advisors and clients to process requests, such as executing paperwork and forms

· Special Projects

Requirements for success

· Commitment to exceptional Client Service

· Excellent Organization Skills and Attention to Detail

· Communication Skills, written and verbal

· Team-focused

· Resourcefulness and Problem-Solving

· Proficient with technology, MS Office, Salesforce experience a plus

· Professional appearance and demeanor

Compensation

· Compensation will be based on the experience level and skills of the candidate and includes salary and a bonus based on both individual and firm performance

· Generous benefit package that includes health, disability, and life insurance, 401(k) contribution, HSA contribution, 15 days of PTO, and 14 paid holidays

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Compensation Package:

• Bonus opportunities

Schedule:

• Monday to Friday

Location:

• Fort Wayne, IN 46804 (Required)

Ability to Commute:

• Fort Wayne, IN 46804 (Required)

Ability to Relocate:

• Fort Wayne, IN 46804: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $55,000