What are the responsibilities and job description for the Client Services Representative position at Wellness Financial Advisors?
Do you enjoy helping others?
Are you interested in continual learning and the opportunity to grow?
Do you like working with a team, but enjoy clarity of the tasks you need to complete?
Do you enjoy marking tasks complete on your to do list?
Are you interested in joining an experienced team to guide them through financial planning process?
We are a tight-knit team looking to identify a new team member for operational support of our growing practice. Our team is a well-oiled machine looking to build capacity to continue offering exceptional service. Our experienced, licensed staff have the systems, procedures and administrative skills to provide guidance and training to easily integrate someone new to the industry or help grow someone with experience. We think the best person for this role would be outgoing and enjoy task completion with a splash of creativity for possible event planning and marketing touches. Ideally, others would describe you as a problem solver, who is logical and charismatic. You are someone who is results oriented.
- Friendly personality
- Strong written and verbal communication skills
- Willingness to help others
- A desire to learn and grow
- Excellent organizational skills; ability to multi-task and manage time well
No matter your role on our team, we strive to provide a magnetic experience to our clients. To be on our team, you've got to take initiative and be personally motivated, you have to like people, and be passionate about continual learning to provide the highest level of service to our clients. We generally keep regular business hours.
Specific Responsibilities:
- Gather, organize, and process account paperwork to service existing clients
- Assists with implementing, monitoring, servicing, and follow-up on various financial product related activities
- Coordinate and plan seminars with advisors
- Manage marketing touches for top tier clients
- Provide general administrative and clerical support including mailing, scanning, faxing and e-filing.
This is a full-time position and salary would be determined upon experience. Hybrid option available after training period. Remote work 2-3 days per week. Health Insurance available.
No securities or life and health licensing required.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in Brentwood, TN 37027
Salary : $45,000 - $55,000