About the Company - Sparks Group has partnered with a well-known Financial organization seeking a highly motivated and organized Client Associate to join their high-performing team of advisors. This is an fully on-site role

About the Role - You will play a vital role in supporting our team by providing exceptional client service and ensuring efficient administrative operations.

Responsibilities -

• Maintain and update client information with accuracy and attention to detail.
• Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities.
• Assist in the preparation of reports, presentations, and other materials for client meetings, contributing to effective communication and informed decision-making.
• Meticulously collecting and verifying documentation for efficient account setup and service delivery.

Qualifications - Minimum of 2-3 years of experience in client service, ideally within the finance sector. Bachelor's degree in Finance or Accounting is preferred. Exceptional communication, interpersonal, and multi-tasking skills, with the ability to manage multiple priorities effectively. Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook. Strong organizational skills and the ability to prioritize tasks in a fast-paced environment.

Required Skills -

• VA Life, Annuities, and Health Insurance License (Preferred)
• FINRA License- Series 65 or 66 (Preferred)