SUMMARY:

As a Client Service Associate I you will report to the Operations Manager. You will utilize excellent customer service and problem-solving skills to provide information and education to clients, efficiently, and with a professional manner. Your role is critical in appropriately leveraging our Private CFO™/Advisors' time by assisting with paperwork, cashiering and other client service tasks.

RESPONSIBILITIES:

• Handles front end paperwork for new accounts (investments, insurance etc.)
• Communicates with clients and manages the work flow of this business independently
• Handles cashiering requests
• Handles annual IRA required distributions for clients
• Owns and updates the data on our asset and insurance practice tracker each week
• Helps with proactive client service items and process driven improvements with weekly operations call with all operations staff.
• Heavy customer service contact
• Assisting in answering questions, for new or existing clients

SKILLS:

• Advanced computer skills (Outlook, Word, Excel (can maintain complex spreadsheets) and PowerPoint) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

EDUCATION AND EXPERIENCE:

• 3 years of work experience in the Financial Services industry
• Bachelor's degree required
• Experience in the financial services industry a positive add

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more for full time employees.

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.