Client Service Associate

Position Overview:

This part-time position requires the candidate to work four days a week for 24 to 30 hours. Following an initial orientation period, the role will primarily be hybrid/remote, supporting a senior financial advisor with various aspects of practice management. This position also offers opportunities for career growth and expanding duties and responsibilities within the role.

Required Skills:

• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, PowerPoint, and OneNote
• Knowledge of Adobe Reader and Writer
• Proficiency managing CRM
• Interest in learning about financial concepts and strategies
• Experience with business correspondence
• Excellent organizational and time management skills
• Eagerness to collaborate with others and be part of a growing team
• Ability to communicate effectively, both verbally and in writing

Key Responsibilities:

• Conduct email marketing and client correspondence
• Track the business pipeline
• Generate client and prospect reports
• Produce Morningstar portfolio analyses
• Create one-click portfolio review reports using internal CRM
• Generate and submit a report
• Assist in preparing for client and prospect meetings
• Communicate with clients for information gathering and support with servicing needs
• Schedule and maintain calendars
• Generate client proposals and illustrations
• Perform basic data entry
• Generate investment and insurance applications
• Address servicing issues
• Assist with conservation efforts
• Handle address changes and beneficiary changes, and establish or modify periodic contribution or distribution plans.
• Conduct client touches, including birthdays, anniversaries, term conversion deadlines, reviews, etc.

Last updated on Dec 12, 2024