What are the responsibilities and job description for the Client Services Associate position at Investment planning group?
Job description
Company Description
LPL Financial is the largest independent broker-dealer in the United States, serving independent financial advisors and financial institutions. Investment Planning Group in Stuart Florida is an independent branch office of LPL.
Full Job Description
Established financial planning and investment firm seeks an outgoing person to provide a unique client experience as a Client Service Associate. This is a full-time on-site role.
Resourceful, organized with strong verbal and written communication skills.
Detail-oriented; excellent follow-through skills and ability to manage priorities.
Positive Attitude, multi-tasking
Ability to be adaptable as situations or business demands change.
Provide a high level of professionalism with clients via face to face, phone, email and deliver a strong client experience
Ability to closely follow office processes & policies related to office operations and client privacy
Responsibilities include but are not limited to:
Initiate and track client paperwork effectively.
Ensure inquires and issues are resolved to achieve service levels.
Follow up on pending business.
Provide high quality service for clients.
General support to advisors
Knowledgeable in current office setting and equipment.
Scanning of client documents
Open new accounts, manage account forms per instructions from advisor.
Handling of incoming client calls / processing client requests
Scheduling appointments, Calendar Management, Handling correspondences, mail, phone calls and general administrative duties
Qualifications
Strong communication skills, both written and verbal, with the ability to actively listen and respond to clients' needs
Demonstrated problem-solving skills with a client-centric approach
A track record of successfully handling challenging situations with clients
Ability to work in a fast-paced environment
Microsoft Office: 3 years (preferred)
Client Relations/Administrative Support: 3 years (preferred)
CRM Software/Database: i.e. Retail, Salesforce
Preferred Qualifications
3 years in Financial Services Industry
3 years in Banking/Insurance industry
Compensation
Generous paid holidays
Two weeks paid vacation/sick time
401k Plan
Healthcare Reimbursement Plan
Monday - Friday Schedule
Professional, Fun, Motivating Atmosphere
$20/Hour
Job Type: Full-time
Pay: $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Application Question(s):
- Do you have work experience specific to the securities industry?
Education:
- High school or equivalent (Preferred)
Experience:
- Financial services: 3 years (Required)
- Customer Service: 3 years (Required)
Work Location: In person
Salary : $20