What are the responsibilities and job description for the Financial Advisor Assistant / Client Service Associate position at Knox Financial?
About us
Knox Financial is a financial advisory firm located in La Mesa, CA.
Our firm provides goals-based financial planning to individuals, families, and small businesses.
We are a small business with only one advisor and one employee. Our work environment is business casual at either an office or remote.
Responsibilities:
- Provide exceptional client service and support to clients in the financial industry.
- Assist clients with inquiries, account maintenance, and problem resolution.
- Build and maintain strong relationships with clients, ensuring their needs are met.
- Support Marketing Activities/Events
- Scheduling Appointments/Maintaining Calendar
- CRM Database and workflow management
-- Support Marketing Activities/Events
Requirements:
- Reliable, punctual, responsible and trustworthy
- Knowledge of financial concepts and investment management principles.
- Previous experience in a client-facing role within the financial industry is preferred.
- Comfortable and confident interfacing direction with clients via phone, correspondence, and in-person.
- Excellent communication skills, both written and verbal.
- Demonstrate a willingness to learn and consistently follow systems and processes.
- Strong attention to detail and analytical skills.
- Ability to work independently as well as part of a team.
Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities or requirements.
Job Types: Full-time, Part-time
Pay: $25.00 - $35.00 per hour
Benefits:
- Flexible schedule
- Paid time off
- Professional development assistance
- Retirement plan
Compensation Package:
- Bonus opportunities
- Profit sharing
Education:
- High school or equivalent (Preferred)
Location:
- La Mesa, CA 91941 (Preferred)
Work Location: Hybrid remote in La Mesa, CA 91941
Salary : $25 - $35