Client Service Associate

At Insight Financial Planning we provide investment, retirement, tax, and protection planning. We enjoy working with individuals to help them develop a plan for THEIR goals and dreams and the best way to accomplish that is by getting to know the clients. Our office works as a TEAM for our clients so that they always have someone that is willing and capable to help them.

If you enjoy getting to know and helping people, then this position is for you. Become a critical member of our growing team by supporting an advisor(s) in providing clients with exceptional service.

Pay

$15.00 to $20.00 per hour

Benefits

• Simple Plan – Employer matching contributions up to 3 %
• Vacation – Available after six months of employment, based on length of employment.
• Medical/Sick Leave – Seven days per calendar year
• Bereavement Leave - Schedule based on relationship of deceased.
• Parental Leave - Available after 6 months
• Casual Day – One day per week determined by the roll of dice.

Schedule

Full-Time – 40 hours per week. Monday through Friday, 8 am to 5 pm with one hour lunch.

Responsibilities

• Prepare pre-appointment documents and information.
• Follow up on all post-appointment tasks.
• Organize and maintain all client records.
• Process paperwork checks and stock certificates.
• Correspond with clients to complete new accounts, asset transfers, and forms.
• Prepare outgoing mail and open incoming mail.
• Assist with client service inquiries.
• Resolve client problems and/or forward to appropriate person for handling.
• Communicate with the broker/dealer and product (mutual fund & insurance) contacts.
• Maintain broker records, logs, and blotters.
• Utilize internet-based technology to process and follow-up on business.
• Assist in training new support staff.
• Perform various miscellaneous tasks as assigned.

Position Requirements

• 1 to 3 years securities or related industry experience, preferred.
• 2 to 3 years clerical office experience, preferred.
• Confidentiality.
• Strong detail orientation including the ability to review forms for accuracy and completeness.
• Ability to create a positive work environment.
• Ability to effectively function as a team player.
• Ability to organize, prioritize and handle multiple tasks.
• Ability to work under pressure and meet deadlines.
• Ability to follow a systemized workflow.
• Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner.
• Ability to be at work on a regular basis.
• Skill in effective verbal and written communication.
• Skill in operating various office equipment including personal computer, fax machine, copier, etc.
• Skill in utilizing various software packages such as Microsoft Office, Outlook, other database programs and Internet.

Travel

Some travel may be expected.

Background Checks

Per securities industry regulations, before employment may begin fingerprinting and background checks will be completed. Our broker/dealer will oversee these pre-employment checks.