Client Service Associate

Client Service Associate – Carroll, IA

Excellent opportunity within the financial services industry.

Looking for a highly organized and motivated individual who is interested in a long-term opportunity helping shape an already successful financial planning practice. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.

In addition, the appropriate candidate will possess the following attributes:

• Strong verbal and written communication skills
• Cool and calm under pressure
• Proficient in technology platforms, including Microsoft Word and Excel
• Good listener
• Enjoys working with the public, providing excellent client service
• Independent and self motivated
• Problem solver, ability to anticipate and understand future steps necessary to accomplish tasks
• Enthusiastic
• Flexible
• High energy
• Excellent organizational skills and great attention to detail
• Professionalism

Work responsibilities will include the following:

Client Service;

• Manage incoming calls
• Schedule client appointments
• Prepare for client meetings
• Enter notes and tasks into CRM
• Maintain and organize client records
• Handle client service issues as they arise
• Handle client meeting follow-up tasks as delegated
• Manage new client onboarding process

Operations;

• Inventory and order office supplies
• Manage office technology and servicing
• Build out workflows on CRM

Marketing;

• Maintain and update marketing lists
• Manage client recognition cards and gifts
• Look for opportunities to go above and beyond to appreciate clients

This is not a sales position.

Banking or Financial Industry experience a plus.

Competitive compensation, based on experience. Some benefits are available.

This position is Carroll, IA.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions or your resume will be rejected. Please direct cover letter and resume to Ann at ann@silverleafwealth.com

Thank you.

Job Types: Full-time, Part-time

Pay: $25.00 - $35.00 per hour

Expected hours: 27 – 35 per week

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Schedule:

• Day shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)

Ability to Commute:

• Carroll, IA 51401 (Required)

Work Location: In person

Salary : $25 - $35