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Financial Client Services Associate

Financial Independence Group The Woodlands ,TX
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

 

JOIN A FINANCIAL PLANNING TEAM TODAY!

A boutique Financial Planning Firm has a newly created Financial Services Associate position available.

YOUR ROLE:

As part of the Financial Services Function, you will assist with the operations associated to client care, relationship services, information services, and monetary transfers.

HOW YOU WILL MAKE AN IMPACT – RESPONSIBILITIES:

  • Partner with clients to provide detailed answers regarding client files, case updates, and applications
  • Provide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiries
  • Manage monetary transfers and transactions
  • Prioritize customer problems for the Advisor based on knowledge of products and services
  • Document and update client records within internal client relationship management (CRM) system
  • Manage all in-bound/out-bound client inquiries and complaints; verbal, phone, writing
  • Develop and maintain a knowledge base of products offered by the firm
  • Calendar and appointment management for the Financial Advisors
  • Client file maintenance and audits

WHY YOU ARE THE RIGHT PERSON – CORE POSITION COMPETENCIES:

  • 3 years of relevant professional experience
  • Highly motivated, self-starter who can prioritize the work day to achieve maximum results in a collaborative way
  • Strong working knowledge of Microsoft Office Suite
  • Proven ability and continued interest working in a team-based environment with multiple changing responsibilities and accountability
  • Proven experience with client relations and/or relationship building while exercising sound and ethical judgement while acting on behalf of the advisor in the interest of the client and adhering to the firm’s values.
  • Proven experience providing exemplary verbal and written communication.

Financial Independence Group

Address

The Woodlands, TX
USA