Job Title: Client Service Associate

We are looking for an experienced professional with high attention to detail and exceptional communication skills. Team players only!

COMPANY SUMMARY:

This is an exciting opportunity to join Instrumental Wealth, a rapidly growing Registered Investment Advisory (RIA) firm based in Tampa, FL. Instrumental Wealth is a fee-only RIA that provides comprehensive financial planning and investment management to clients.

Instrumental Wealth recently celebrated our third anniversary as an independent firm, currently manages over $300 Million in client assets, and is growing every day! This role will be a full-time position with full benefits as a member of a dedicated, interdependent team built around the core values of Authenticity, Exceptionalism, a Green & Growing mentality, Integrity, and Fun!

JOB SUMMARY:

Under general supervision, this role uses skills gained through training and experience to provide proactive support to advisors and assists with efficient, quality client service. Follows established procedures to perform routine tasks, and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with internal and external clients to resolve most questions and problems, and refers new or unusual issues to a higher level.

ESSENTIAL DUTIES & RESPONSIBILITIES:

This position aids in the operations of the firm by providing concierge support in our solution implementation process. Specific responsibilities include, but are not limited to:

• Client Onboarding – This role will prepare new business paperwork as part of our concierge implementation process, while working along the department lead to monitor client progression through account opening and onboarding.
• Client Service: This role will respond to client service inquiries, and prepare/send/submit client service forms and requests.
• Data Entry – This role will be responsible for entry and updating of client data within the company’s technology systems while ensuring a high level of accuracy (ie. address changes, name updates, beneficiary details, etc).
• Client File Maintenance – This role will be responsible for filing client related materials in their appropriate cloud folder and accumulating materials in the client file for advisors’ meetings with clients.
• Email Support – This role is responsible for assisting the advisor in the management of email inflow, delegating messages to team and systems as appropriate, and proof-reading dictated emails in preparation for client delivery.
• Team Development – All team members participate in internal meetings, and look for ways to improve current systems to share with the team.

QUALIFICATIONS:

The ideal person for this role will be one with excellent time management capabilities and exceptional communication skills. Because this is a client facing role that prepares paperwork with our New Business & Client Services Department, meticulous attention to detail is a must.

• Have at least 5 years of administrative experience with 2 years in the financial services industry or insurance underwriting preferred
• Bachelor’s degree preferred
• Excellent written and verbal communication skills with strong interpersonal skills
• Organized and thrives in a role with set processes and procedures
• Able to work independently and in a team environment
• Proficient in Microsoft Excel, Word, Outlook, and SharePoint
• Able to manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
• Warm and friendly demeanor while handling stressful situations
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets
• Uses mathematics sufficient to process account and transaction information

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Application Question(s):

• Are you willing to undergo a background check, in accordance with local law/regulations?
• Are you willing to take a drug test, in accordance with local law/regulations?

Education:

• Bachelor's (Preferred)

Experience:

• Financial services or Insurance Underwriting: 2 years (Required)

License/Certification:

• Driver's License (Required)

Ability to Relocate:

• Tampa, FL 33609: Relocate before starting work (Required)

Work Location: In person