What are the responsibilities and job description for the Financial Client Services Admin position at Freedom Planning Partners?
Company Description
Freedom Planning Partners is dedicated to assisting individuals and businesses in achieving their financial goals through a wide range of financial products and services. The organization focuses on providing financial education and information, enabling clients to identify their objectives and make well-informed decisions. While not licensed in all states, Freedom Planning Partners collaborates with respected financial institutions such as our broker-dealer, the Principal® Financial Group, to deliver insurance, planning and securities services. With a commitment to client success, the team of experienced financial representatives and advisors strives to provide personalized support tailored to specific needs.
Role Description
This is a part-time hybrid role for a Financial Client Services Admin, based in either Brentwood or Chattanooga, TN. In this role, you will provide exceptional support to clients by addressing inquiries, ensuring customer satisfaction, and maintaining accurate financial records. Responsibilities include managing client accounts, facilitating communication between clients and financial advisors, and assisting with the preparation of financial documents. You will also help ensure the smooth operation of administrative processes to support the overall efficiency and success of the organization.
Qualifications
- Client Services and Customer Service skills to build and maintain relationships and ensure client needs are met effectively
- Strong Communication and Customer Satisfaction skills for professional client interactions and maintaining a positive client experience
- Basic knowledge of Finance to assist with financial documentation and processes
- Detail-oriented, organized, and capable of managing multiple tasks efficiently
- Proficiency in relevant office software and financial tools such as eMoney, Money Guide Pro and SalesForce
- Bachelor’s degree in a related field and 2-4 years of work experience in the financial services industry is preferred