What are the responsibilities and job description for the New Business Associate position at Advisor Talent Solutions?
Position: New Business Associate
Location: Sunset Hills, MO
Overview:
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm in St. Louis, MO is seeking to add a New Business Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
The New Business Associate is responsible for assisting Financial Advisors by engaging with prospective clients and ensuring an exceptional client experience throughout the process.
What you’ll do:
- Complete and process new business applications (Schwab and Insurance Company)
- Collaborate with client and their employer to complete In Service Distributions/Rollovers
- Follow up on pending new business with the appropriate companies and call each individual client with an update
- Assist clients with policy questions, issues, and concerns, providing excellent customer service
- Build and strengthen client relationships through ongoing communication and support
- Maintain and update client and office databases
- Discuss Pending Business Report during weekly team meeting
- Manage all scanning and filing of documents
- Accurately record notes and outcomes from client interactions
- 1st backup for answering phones
- 2nd backup for scheduling and confirming Advisor appointments
- Crosstrain with the Client Service Associate
What We’re Looking For:
- 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
- Advanced proficiency with Microsoft Office Suite and the ability to learn new software quickly
- Experience with CRM systems and other databases
- Strong organizational skills with the ability to prioritize projects and manage time effectively
- Excellent customer service skills, including superior verbal and written communication
- Demonstrated strong follow-through and reliability
- Positive and professional attitude
- Persistent and dedicated to achieving high-quality results
Bonus Points:
- Experience in the financial industry preferred
What You’ll Get:
Pay & Perks:
- $55,000 - $65,000/year based on experience
- Health Insurance
- PTO
- Simple IRA
- Discretionary Bonus
Schedule:
- Monday – Friday 8:00am – 4:00pm or 9:00am – 5:00pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Salary : $55,000 - $65,000