Wealth Management Client Services Representative

Kemper Capital Management, a division of Kemper CPA Group, is a locally owned advisory-only financial services firm that develops customized financial strategies for individuals, small business owners and retirement plans. Our experienced team of financial professionals is currently seeking qualified candidates for a Wealth Management Client Services Representative position in our Evansville, Indiana office. Candidates will be expected to work onsite 5 days per week and 30 to 40 hours per week. Job Responsibilities Provide high level support to personnel and clients. Communicate with clients in-person, on the phone, through email or other written correspondence.  Process client transaction requests.  Manage the opening of new client accounts.  Assist with gathering and uploading data for financial plans.  Research issues and respond to client and staff questions in a simple, understandable fashion. Help maintain schedules for office staff.  Manage multiple client requests in an efficient and timely manner. General administrative tasks – word processing, photocopying, filing, and scanning.  Additional duties as assigned.  Qualifications and Competencies  Two to three years of previous customer service experience in a professional services firm is required. Bachelor’s or associate degree in a business-related field is preferred.  Previous working experience with Charles Schwab and Orion platforms is preferred. Ability to display a professional demeanor while also effectively communicating verbally and in writing to clients and team members in a respectful and professional manner.  Willingness to learn how financial services/markets work.  Acute attention to detail with exceptional time management and organizational skills.  Ability to manage multiple priorities and work toward deadlines.  High level of interpersonal skills to interact and build relationships.  Experience and judgment to plan for and accomplish goals.  Proficient in current and new office technology.  Ability to work independently and within a team.  Ability to work well with all levels of internal management and staff, as well as clients.  Experience with general office support, scanning, photocopying, and filing.  Proficiency in Microsoft Word, Excel, and Outlook.  Maintain regular and reliable attendance.   Pay and Benefits Our employees play an integral role in our success as a firm. We value the long-term relationships we have developed with our clients as a result of our ability to retain our brightest professionals and believe in rewarding our employees with a competitive base compensation that is commensurate with the position and candidate’s experience. Additional compensation includes bonus pay and new business incentives. We also offer an attractive benefits package that is dependent on status as a full or part-time employee.  Pay: $20 - $30 / hour  Health, dental, vision, and life insurance  Paid time off  Holiday pay  Long- and short-term disability leave  Paid sick leave  Parental leave  401(k) plan and profit-sharing contributions  Health savings account  Flexible spending account  Professional development assistance  Paid CPA Exam study time, Becker CPA Review course, CPA Exam reimbursement, and CPA Exam bonus program Employee assistance program  Wellness program  Referral programs  Flexible schedule  Access to investment advice  How to ApplyPlease click on the Apply Now button below to submit your information.  Advisory services offered through KCPAG Financial Advisors LLC and insurance services offered through KCPAG Insurance Services LLC, subsidiaries of Kemper Capital Management LLC. Tax and accounting services offered through Kemper CPA Group LLP. The requirements listed above are representative of the knowledge, skill, and/or ability required. The successful candidate must be authorized to work on a full-time basis for any employer in the United States. Kemper CPA Group is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, ancestry, marital status, veteran status, or any other protected characteristic under applicable law.    At Kemper CPA Group LLP, we recognize that you entrust us with your personal information. We are committed to safeguarding your data in order to maintain that level of trust. We believe that you have the right to privacy, and we encourage you to review and understand our privacy policy as it pertains to the collection, use, and storage of your personal data. To read more on our privacy policy, please go to https://www.kempercpa.com/privacy

Salary : $20 - $30