What are the responsibilities and job description for the Client Service Associate - Business Processor position at Retirement Security Centers?

About Us

At Retirement Security Centers (RSC), we take pride in our commitment to core values, fostering a growth mindset and holding the utmost respect for everyone. Our firm operates with a process-driven, planning-led approach, prioritizing collaborative communication in all that we do. We are dedicated to guiding our clients through their most important life decisions, especially during the critical phase of retirement planning.

The Position

We are expanding our team by hiring a Client Services Associate / Business Processor. This important role supports the client acquisition process, from preparing applications for submission to funding, and is essential to enhancing the overall client experience. You will work closely with our team and external partners to develop client service solutions and assist with firm operations as needed. Our office is committed to delivering high-level service, and we expect all team members to collaborate respectfully and maintain a positive attitude. Please note that this position will initially be for 32 hours per week and will transition into a full-time role.

Minimum Requirements :

Commitment to professionalism and exceptional customer service
Teachable and collaborative mindset
Experience in financial services and processing new business paperwork preferred but not required
Previous administrative or support role experience preferred
Intermediate to advanced computer skills, with proficiency in Microsoft Office Suite
High school diploma or equivalent; additional education or certificates a plus

Required Skills :

Strong organizational skills and attention to detail

Ability to focus and prioritize with attention to detail

Persistence to achieve quality outcomes

Excellent verbal and written communication

Self-directed initiative

Process-driven mindset

Strong follow-through

Responsibilities :

Complete and process all business applications submitted by Advisors

Ensure accuracy and completeness of all forms submitted to respective institutions

Submit all completed applications and forms to the appropriate agencies

Follow up on pending applications with various insurance / security agencies and transfer companies

Respond to Advisors’ requests and needs in a timely manner

Maintain files and records related to business processing

Handle client service requests, including account maintenance, money movement (check requests, withdrawals, transfers, etc.), and account inquiries

Additional duties and responsibilities as required by management

We Offer :

Competitive salary based on your experience and 401(k) match

Opportunities for professional development and growth

A supportive and collaborative team environment

To Apply

Please email your resume and cover letter to kelly.jordan@RSCenters.com.

Join us at Retirement Security Centers and be part of a team that values your contributions and supports your professional growth. We look forward to welcoming you

Securities and investment advisory services offered through Osaic FA, Inc. , member FINRA / SIPC. Osaic FA is separately owned, and other entities and / or marketing names, products, or services referenced here are independent of Osaic FA . CRN-7518161-011025

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Client Service Associate - Business Processor

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