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Client Service Associate

Orth Financial Group Wilmington, DE

  • Posted: 29 days ago
  • $40,000 to $55,000 Yearly
  • Full-Time
  • Benefits: 401k, dental, life insurance, medical, vision,
Job Description

· If you excel as the liaison between the Financial Advisor(s) (or other executive business owners) and their clients in effective scheduling, work flow and client service resolution….

 

· If you have an eye for detail, take initiative, enjoy working at a fast pace, and juggling multiple priorities….

 

· If you easily engage a wide variety of people (clients, professionals, peers, employees) and believe in delivering superb client service….

 

This may be an Opportunity for You.

As a Client Service Associate, you will provide financial planning support, client and administrative assistance and business operations support to one or more FAs and their clients. You will demonstrate high competence in all major areas of responsibility, operate with a high level of independence, and relentlessly help clients and coworkers reach their goals.

There are opportunities to increase your role and involvement through learning financial advice concepts and becoming licensed (series 7, series 66, life & annuity)

What the position is about:

Client Service, Administrative, Business Operations and Practice Management work

  • Be the “face” and “go to” person for client service issues and requests.
  • Effectively manage the FA’s schedule for clients, professionals and all firm activities.
  • Interface effectively with home office departments and team members.
  • Provide excellent telephone and electronic service to clients and potential clients, including prompt, accurate, and timely attention to detail.
  • Create or maintain processes for exceptional deliverables to clients.
  • Hold self and team accountable for future work promised to client.
  • Identify and help implement workflow and service processes to increase satisfaction, take initiative and deliver best service and work results.

 

Client Meeting Prep, Financial Planning Assistance & Follow-Up

  • Review and research what information, proposals and reports are needed for meetings and for completing/updating financial plans. Be proactive in identifying and obtaining missing information or requests. Also listen for and update FA’s on client or home office information or updates.
  • Prioritize and resolve/complete issues, paperwork and electronic forms & applications after meetings.
    • Make sure clients’ accounts and transactions are implemented correctly and timely.
    • Make sure we have the best and up-to-date documentation on our clients and their transactions, questions and requests.
  • Be knowledgeable of products and technology and comply with all rules and regulations of the firm, as well as the various regulatory agencies. Anticipate potential issues and or problems and alert respective FA and/or management as necessary.
  • Handle trades and money movement among accounts.

 

Marketing Assistance

· Working with the FA’s and Marketing Manager, assist with seminars, webinars and other client marketing communications.

· Maintain database with important client milestones.

 

Who we are to ourselves, our clients and our community:

Orth Financial Group is proud to be honored in 2021 Barron’s Top 100 Private Wealth Management Teams list.

Kimberlee Orth is part of the Ameriprise Private Wealth Advisory and Chairman’s Advisory Council. She has been a featured guest on CNBC and Fox Business News, and has gathered numerous industry accolades, including Barron's Top 100 Women Financial Advisors, 2012 – 2021; Barron’s Top 100 Independent Financial Advisors, 2016 - 2020; Barron's Top 1,200 Advisors, 2014-2021; Barron's Top 1,000 Advisors, 2013; Ameriprise Chairman's Advisory Council, 2004-2021; and Ameriprise Circle of Success, 1988 to 2020.

Our team has helped thousands of clients make good choices for their lives by engaging them in a comprehensive financial-planning based relationship. We have an incredible team of advisors and staff who work well together, care for one another, and keep clients first in everything they do.

http://www.ameripriseadvisors.com/team/orth-financial-group/

https://www.ameripriseadvisors.com/team/orth-financial-group/financial-advice-team/

Videos can be found on the home page of Kimberlee Orth: www.kimberleeorth.com

For 34 years, we have been delivering advanced financial planning services to our clients. Our firm is nationally recognized as a top financial planning practice, receiving numerous awards for quality of advice and client service satisfaction.

Our team is looking for someone who:

· Has the desire and ability to provide outstanding client service and support – finding out what clients need and taking initiative to increase client satisfaction. Demonstrates superior interpersonal communication skills. Has excellent writing and editing skills.

· Has independence and initiative. Excels at preparing for meetings and handling paperwork, transactions and follow-up work.

· Can demonstrate critical thinking and problem solving skills - where you can analyze the problem, solutions available and plan methods to resolve.

· Desires to work in a high-performing and professional atmosphere where you and others are committed to high-caliber work and accountability for personal and team results. Working as a team, you want to help others deliver what we promise to clients.

· Has strong organization and time management skills – plans & completes work to meet deadlines, delivers consistent results and handles emergencies. Can apply structure and processes to business operations and create or maintain systems that all team members can utilize successfully.

· Has experience with computer software and Internet is required – such as Word™, Excel™, Outlook™.

· Has experience with financial planning, analysis and database software such as Salesforce™, Naviplan™, Money Guide Pro™, eMoney™, Morningstar™, Tamarac™, UGRU Financial. (This is a plus but not required.)

· Possesses Series 7 and 66 registrations and life/accident/long-term care insurance licenses (preferable) or will need to obtain within 180 days of employment. We offer time during working hours to study for required exams.

We offer learning opportunities to deepen your knowledge and skills.

Our firm offers comprehensive benefits and competitive compensation.

  • Time to study for licenses
  • Potential bonuses for personal and team results
  • 401(k) with company contribution
  • Company-paid health insurance
  • Dental insurance
  • Disability insurance
  • Life insurance
  • Tuition reimbursement
  • Vision insurance

Many of our team members are long-tenured – working with us 5 years and more. You may find your future with us as well.

 

Orth Financial Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Company Description
Who we are to ourselves, our clients and our community:

Orth Financial Group is proud to be honored in 2021 Barron’s Top 100 Private Wealth Management Teams list.
Kimberlee Orth is part of the Ameriprise Private Wealth Advisory and Chairman’s Advisory Council. She has been a featured guest on CNBC and Fox Business News, and has gathered numerous industry accolades, including Barron's Top 100 Women Financial Advisors, 2012 – 2021; Barron’s Top 100 Independent Financial Advisors, 2016 - 2020; Barron's Top 1,200 Advisors, 2014-2021; Barron's Top 1,000 Advisors, 2013; Ameriprise Chairman's Advisory Council, 2004-2021; and Ameriprise Circle of Success, 1988 to 2020.

Our team has helped thousands of clients make good choices for their lives by engaging them in a comprehensive financial-planning based relationship. We have an incredible team of advisors and staff who work well together, care for one another, and keep clients first in everything they do.
http://www.ameripriseadvisors.com/team/orth-financial-group/
https://www.ameripriseadvisors.com/team/orth-financial-group/financial-advice-team/
Videos can be found on the home page of Kimberlee Orth: www.kimberleeorth.com

For 34 years, we have been delivering advanced financial planning services to our clients. Our firm is nationally recognized as a top financial planning practice, receiving numerous awards for quality of advice and client service satisfaction.

Orth Financial Group

Why Work Here?
We have an incredible team of advisors and staff who work well together, care for one another, and keep clients first in everything they do.

Who we are to ourselves, our clients and our community: Orth Financial Group is proud to be honored in 2021 Barron’s Top 100 Private Wealth Management Teams list. Kimberlee Orth is part of the Ameriprise Private Wealth Advisory and Chairman’s Advisory Council. She has been a featured guest on CNBC and Fox Business News, and has gathered numerous industry accolades, including Barron's Top 100 Women Financial Advisors, 2012 – 2021; Barron’s Top 100 Independent Financial Advisors, 2016 - 2020; Barron's Top 1,200 Advisors, 2014-2021; Barron's Top 1,000 Advisors, 2013; Ameriprise Chairman's Advisory Council, 2004-2021; and Ameriprise Circle of Success, 1988 to 2020. Our team has helped thousands of clients make good choices for their lives by engaging them in a comprehensive financial-planning based relationship. We have an incredible team of advisors and staff who work well together, care for one another, and keep clients first in everything they do. http://www.ameripriseadvisors.com/team/orth-financial-group/ https://www.ameripriseadvisors.com/team/orth-financial-group/financial-advice-team/ Videos can be found on the home page of Kimberlee Orth: www.kimberleeorth.com For 34 years, we have been delivering advanced financial planning services to our clients. Our firm is nationally recognized as a top financial planning practice, receiving numerous awards for quality of advice and client service satisfaction.

Address

3513 Concord Pike Ste 1000

Wilmington, DE
USA

Industry

Business

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