Client Success Specialist

EMK Financial is seeking an experienced financial advisor assistant to join our firm and help service/continue to grow our client base in our Connecticut offices. As a financial advisor assistant, you will work side by side with a team of financial advisors to help clients meet their financial service needs.

The financial advisor assistant will be responsible for providing administrative and operational support to financial advisors in a fast-paced financial planning office. The ideal candidate might be someone who has spent at least a few years in the industry supporting a book of business, and is looking to continue to advance his/her career. At EMK Financial, you can grow in an environment where you can learn new skills, help people, and make a significant contribution to the team.

The financial advisor assistant will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.

Responsibilities

• Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
• Interact with clients in person and over the phone
• Prepare and review new account paperwork
• Facilitate and resolve client service requests
• Apply a working knowledge of operations/client-service processes
• Work independently, effectively, and efficiently
• Ensure paperwork is prepared and provided for all client meetings
• Handle confidential and/or sensitive information responsibly
• Maintain admin functions of the office such as office supplies and mail
• Perform other duties as assigned

Required Experience/Skills

• At least two (2) years of financial services/insurance experience
• Detail oriented and able to work in a fast-paced environment
• Committed to providing exceptional customer service
• High degree of comfort managing multiple tasks simultaneously
• Strong character and a positive attitude
• Proficient with Microsoft Office—especially Excel
• Experience with CRM systems

Preferred Experience

• Bachelor’s degree in finance, business, or financial services (or equivalent experience)
• Adobe e-Signature experience

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law and are subject to a criminal and credit background check as is required for this role.

EMK Financial is committed to helping its clients achieve their financial goals and providing growth opportunities to its employees. We offer benefits to all full-time employees, and compensation for this position will commensurate with experience plus discretionary bonus. EMK Financial has a culture of teamwork and offers a business casual dress work environment.

Hybrid position

Part-time 30 hours per week / Full-time 40 hours per week

Job Types: Full-time, Part-time

Pay: $22.00 - $24.00 per hour

Benefits:

• Paid time off
• Paid training
• Work from home

Work Location: Hybrid remote in East Berlin, Connecticut 06023

Salary : $22 - $24