JOIN OUR TEAM TODAY!

Join one of the QC’s top Financial Firms as our Client Services Associate. We were recognized in 2023 and 2024 as one of the Fastest Growing Companies by the QCBJ and are continuously nationally recognized as a top producer in the financial service industry. We specialize in providing comprehensive financial and wealth management services, focusing on retirement planning and tax efficiency for individuals nearing or in retirement.

YOUR ROLE:

As Client Services Associate you will assist with the operations associated to business processing, monetary transfers, policy deliveries, customer service, and handling requests.

HOW YOU WILL MAKE AN IMPACT:

• Partner with clients to provide detailed answers regarding client files, case updates, and applications
• Provide customer service for incoming queries
• Manage monetary transfers and transactions
• Collaborate with the advisor team on new business and service paperwork
• Document and update client accounts
• Develop and maintain a knowledge base of products offered by the firm

WHY YOU ARE THE RIGHT PERSON:

• 2 years of experience in a Client Services role within a financial services practice or in an application processing position- preferred not required
• Strong attention to detail
• Series 6, 63, Life and Health Licenses - preferred not required until first anniversary

Proficiency in Microsoft Office Suite and experience with client management software

Benefits:

• Salary Range $55,000 - $65,000
• Competitive bonuses
• 3% safe-harbor 401(k) employer contribution
• Single Health insurance (fully paid by company)
• Generous PTO Program- 3 weeks after the first year
• Optional Aflac supplemental insurance plans available at a reduced cost