Client Services Associate
| Company | Marsh & McLennan |
|---|---|
| Location | Conshohocken, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Undergraduate degree is a requirement.
- Licensure as an IAR (series 65) or FINRA license are preferred.
- Financial accreditations and ERISA plan experience are bonus qualifications.
- Excellent personal skills.
- Experience with financial vernacular and investment terminology.
- Proficiency with MS Office (Excel, Word, Outlook, etc) and CRM applications.
- Collaborative, self-motivated, with a strong sense of initiative.
Responsibilities
- Work among the Relationship Management and Client Operations teams on projects and timely tasks in service of clients and prospects.
- Prepare portfolio/planning related presentations, attend client calls/meetings, coordinate client communications, facilitate onboarding of new clients, etc.
- Ensure a quality experience and engagement for existing clients, and convey this to new client opportunities.
- Provide relevant and suitable financial information and services to meet existing and prospective client needs, including financial planning, investment, insurance, and other financial solutions.
- Work closely with Practice Leader and team to deliver the full suite of services.
Preferred Qualifications
- Licensure as an IAR (series 65) or FINRA license are preferred.
- Financial accreditations and ERISA plan experience are bonus qualifications.