What are the responsibilities and job description for the Client Services Associate position at Foguth Financial Group?
Client Services Associate (Internal Title: Client Concierge Specialist)
About Foguth Financial Group
Foguth Financial Group is a comprehensive financial planning firm located in beautiful, Downtown Brighton. Our organization is internally driven to exceed client experience expectations.
About This Role
The Client Services Associate position is an ideal role for a detail-oriented individual who is interested in pursuing a career within a growing investment and financial planning firm. This individual will perform a variety of administrative, clerical, and basic finance tasks that support our “Client First” core value. This individual will provide full-lifecycle support to our clients from onboarding new client accounts to servicing requests and continually providing follow up and feedback to our clients.
The Client Services Associate will perform a variety of skill and experience-based tasks within our Client Support Department. We are looking for someone that thrives in a fast-paced office environment. An individual with B2B or B2C client/customer experience is an ideal candidate.
Regular activities will include:
- Establishing new accounts and transferring funds between client accounts
- Interface directly with our clients during the onboarding and new account process
- Managing incoming calls and client support inquiries
- Scheduling and preparing reports and analysis for client meetings
- Continually provide follow up and feedback to our clients to ensure resolution
- Responding to administrative client requests
- Document and form preparation for client requests
Desired Skills include:
- Financial Services – Managed Account, Annuity, and Life Insurance experience preferred
- Client Service experience within an Investment Firm / RIA Firm preferred
- Solid communication, relationship building, and analytical skills
- Demonstrates strong attention to detail
- Effective and efficient time management
Benefits include:
- Healthcare, Dental, Vision Benefit options
- Bonus Compensation Program
- Eligibility for Company Vehicle
- Employee Nutrition Program
- Other Perks specific to Foguth Financial Group
FOGUTH FINANCIAL GROUP’S CORE VALUES
The right candidate’s values will align with FFG’s core values.
1. Open, honest, positive, ethical
2. Proud and loyal
3. Client first
4. Work works, get it done.
5. Encourage the heart and show appreciation
Other Relevant Titles: Administrative Assistant, Office Manager, Customer Service Associate and Customer Service Representative.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Referral program
- Vision insurance
Application Question(s):
- What are your compensation expectations for this role (salary or hourly rate)?
Ability to Commute:
- Brighton, MI 48116 (Required)
Work Location: In person
Salary : $40,000 - $55,000