Client Service Associate / Admin. Assistant

Client Service Associate / Admin. Assistant

Requirements

• Previous financial advisory services or similar experience required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
• The client must be able to rely on the CSA to answer questions and resolve issues
• Must be a self-starter and goal-oriented requirements

Responsibilities

• Provide general support to visitors and handle incoming and outgoing mail
• Answer direct phone calls, take messages and handle inquiries
• Order and manage office supplies inventory, ensuring stock levels are maintained
• Assist in planning and organizing company events and meetings
• Help develop campaigns and maintain relationships to increase penetration of existing markets
• Provide outstanding service to reproduce top clients
• Gather data from clients for preparation of financial plan
• Enter and manipulate information into Contact Management System and Financial Planning software
• Maintain all calendar related items, schedule and confirm all meetings
• Implement client “touches” to create concierge experience resulting in consistent referrals
• Perform follow up and process new business; manage existing client relationships
• Use email and notes to track the next step in the planning process for client, set reminders as necessary

Preferred Qualifications

• Entry level to 2 years of experience
• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Excellent verbal and written communication
• Service oriented attitude
• Ability to maintain confidentiality of information
• Ability to coordinate multiple tasks and priorities in a fast-paced environment
• High attention to detail
• Proficiency with Microsoft Office, CRM and superior phone skills
• Exceptional organization and problem solving