DD - Client Service Associate

Experienced Client Service Associate

30-32 Hours Per Week in Office

Napa, California

Who we are:

Our comprehensive financial planning organization, located in beautiful Napa, California, strives to develop long-lasting relationships and financial plans tailored specifically to the individual’s needs and desires through every stage of their financial journey.

About the role:

Our Financial Planning Team is looking for an experienced Client Service Associate/Administrative Assistant to join a small team of professionals in a fast-paced office. This is a part-time position, 30-32 hours per week; Monday through Friday is preferred. Responsibilities in this role include operational administrative processing related to financial planning, and providing professional, friendly support to clients and fellow team members. Many of the daily tasks include customer service duties, responding to ad hoc requests and preparing and processing new investment, insurance, and annuity paperwork. As in most planning firms, you will wear a lot of hats, and every day is different.

About you:

· You value a small team environment and appreciate being part of an organization that is centered on helping people

· You are highly organized, detail oriented, and a pro at managing competing priorities in a busy office

· You are tech savvy and pick up new software and systems easily

· You are highly effective at project management and tracking progress with an eye on deadlines

· You can work independently and figure things out on your own when needed, and you take ownership for your work

· You enjoy learning, have the aptitude to learn new things quickly. You are self-motivated when it comes to personal performance

· You are an excellent communicator with fellow team members and especially with clients

Essential Responsibilities:

· Prepare client kits and materials needed for upcoming client appointments

· Prepare and process new account paperwork, in good order, for clients and the advisor

· Prepare any additional materials or forms for clients as a follow-up to client meetings

· Create and maintain client accounts in the CRM system

· Manage inbound and outbound calls with care and professionalism

· Research and resolve account issues or various questions from clients or advisor

· Manage and handle advisor notifications

Requirements:

· Must have prior experience (3 years) working with a wealth manager, financial advisor, or insurance advisor

· FINRA SIE, Series 7, Series 66, and CO Life Insurance licenses are preferred or willingness to acquire

· 5 years of experience in client services or customer support

· An associate’s degree is preferred

· Knowledge of CRM software systems (RedTail experience is highly desired); proficiency with MS Office Suite; strong aptitude for learning new software

· Strong command of the English language, both verbal and written

Benefits:

· Paid Time Off plus FINRA holidays

· Discretionary bonus potential

· Incentive for paid licensing costs

· Salary is dependent on prior industry experience and licensing

EOE

Job Types: Full-time, Part-time

Pay: $29.00 - $38.00 per hour

Benefits:

• 401(k)
• Paid time off
• Paid training
• Professional development assistance

Ability to Commute:

• Napa, CA 94558 (Required)

Work Location: In person

Salary : $29 - $38