Financial Administrative Associate / Financial Customer Service Associ

Position Title: Financial Administrative Associate / Financial Customer Service Associate
Location: Schaumburg, IL

About the Role:

We are seeking a highly organized and customer-focused Financial Administrative Associate or Financial Customer Service Associate to support our financial advisors throughout the sales process and assist in growing their businesses. This key role is central to our success, ensuring our advisors can fully dedicate their efforts to their clients. By helping streamline tasks, you’ll create efficiencies that allow our advisors to focus on revenue-generating activities, ultimately contributing to the growth of the business.

Our Core Values: Committed to Excellence, Genuine, Attentive, Growth-Minded, Self-Aware. We are looking for candidates who align with these values and are dedicated to providing exceptional service, continuously learning, and growing both personally and professionally.

You will be expected to bring warmth, attentiveness, and a genuine willingness to provide white-glove services to our clients. Your role is pivotal in ensuring our clients feel valued and supported throughout their journey with us.

Key Responsibilities:

Administrative Support to Financial Advisors:

• Maintain and organize client case files, ensuring all documentation is up to date and accessible.
• Handle case notes, process correspondence, and manage insurance/investment-related materials.
• Manage the advisor’s calendar, scheduling follow-up appointments and ensuring timely communication with clients.
• Answer and direct calls, providing excellent service to clients and prospects.
• Support marketing efforts by managing client/prospect reservations for seminars, assisting in the preparation of seminar materials, and overseeing event mailings.
• Track and expedite underwriting requirements, ensuring client information is up-to-date and complete.
• Monitor Daily Status Reports (DSR) to ensure that any additional underwriting needs are promptly addressed.
• Prepare policies and client communications for delivery.

Client Service Support:

• Support financial advisors in the sales cycle, particularly for non-securities products, ensuring applications and policy changes are accurate and complete.
• Meet with clients to complete non-securities insurance-related applications and facilitate policy changes.
• Provide assistance with the conservation of existing business, reviewing insurance applications, conversions, and policy changes for accuracy.
• Advise clients on changes to their non-securities products and manage service-related requests (address changes, loan requests, etc.).
• Gather necessary information for client meetings, ensuring that all details are provided for comprehensive discussions.
• Review insurance/annuity applications, ensuring completeness and accuracy, and assist in the return of missing information to the registered representative (RR).

You’re a Great Fit for This Role If...

• You are detail-oriented, highly organized, and thrive in maintaining order in a busy environment.
• You enjoy providing administrative support while delivering excellent customer service.
• You have strong communication skills, both verbal and written, and are comfortable interacting with clients, answering their questions, and addressing their concerns.
• You are trustworthy, committed to confidentiality, and show strong integrity in all aspects of your work.
• You are proactive, continuously seeking to improve processes and maximize your efficiency.
• You can work independently as well as collaborate with a team.
• You’re passionate about providing a positive client experience through diligent support.
• You have the ability to juggle multiple tasks and prioritize effectively to meet deadlines.
• You are willing to pursue licensing (Life & Health Insurance License) and other certifications within 6 months of your start date.
• You’re adaptable, and can pivot easily between different areas of support.

Bonus Points If You Have...

• 2 years of experience in a financial services, administrative, or customer service role.
• A Bachelor’s Degree, preferably in a business-related field.
• Proficiency with MS Office (Word, Excel, Outlook) and familiarity with financial services software.
• Experience working with clients in a customer-facing role.
• Ability to assess client needs and provide tailored solutions.

Why Join Us?

• Training & Development: You will receive the necessary training and support to develop your skills and grow within the company.
• Collaborative Environment: Join a team that values cooperation, communication, and mutual support.
• Career Growth: Opportunities to advance in your career and gain professional certifications.
• Impactful Role: Be a key player in supporting advisors and helping clients achieve their financial goals.