What are the responsibilities and job description for the Client Relationship Associate position at Benoit Financial Planners?
We work with employers interested in providing employer-sponsored retirement plans for their employees, as well as individuals and families interested in developing a plan to assist in achieving their financial goals. The long-standing relationships we cultivate with clients are the foundation that Benoit Financial Planners is built upon. With more than 50 years of combined financial services experience, our team strives to provide clients with exceptional service that is prompt, professional, and friendly.
Our objective is to develop meaningful relationships built on integrity and proven long-term service. We hold the trust that our clients place in us with the highest regard.
The Client Relationship Associate is a key member of the support staff for the Financial Advisors. The candidate will provide high level service to meet the needs of clients, the advisors and other colleagues.
Responsibilities include, but are not limited to:
- Handle incoming customer service requests and provide timely resolution
- Process new accounts and customer service forms
- Utilize CRM system daily and ensure client files are accurate
- Run client account reports
- Schedule and prepare materials for client review meetings
- Track client annual IRA contributions and required minimum distributions
- Prepare meeting agendas and client correspondence
- Handle confidential and/or sensitive information responsibly
To excel in this position, the candidate must:
- Demonstrate a passionate commitment to serve clients and exceed clients’ expectations
- Work with the team on evolving best practices to ensure an excellent work environment
- Possess strong communication skills, both written and verbal, in a professional manner
Qualifications
- Strong organization skills and consummate attention to detail
- Ability to prioritize workflow and multi-task without sacrificing accuracy
- Superior written and verbal communication skills and professional demeanor
- Proficiency in computer skills (CRM software, Microsoft Office)
- 2-year Degree or Military Service required
- Due to the nature of the business, including state and federal regulations, the person hired must be fingerprinted and pass a consumer report background check.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory and financial planning services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Benoit Financial Planners and Cambridge are not affiliated.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person