What are the responsibilities and job description for the Client Services Assistant position at North Star Resource Group?
Position: Client Services Assistant
Reports to: Manager, Advisor Operations
COMPENSATION & BENEFITS:
- $19.00 - $21.00 per hour depending on qualifications and experience
- Generous PTO package
- Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability
- 401K
ORGANIZATION/BUSINESS OVERVIEW:
North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.
We are looking for individuals to join our company that live our core values:
- Responsibility
- Faith
- Integrity
- Growth
- Gratitude
- Service
POSITION SUMMARY:
This role is your first opportunity to start your career growth within the North Star family and is essential to our client experience and requires excellent customer service, confidentiality, and exceptional time management. As a Client Services Assistant, you will be a vital piece of the advisor’s practice by completing the daily operations, including, but not limited to answering the phones, preparing for meetings, handling practice postal mail and email, utilizing computer systems and programs in support of client relations, and other administrative tasks as assigned.
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
- Strong computer skills, Microsoft Office Suite experience preferred
- Excellent verbal and written communication skills
- Excellent customer service skills
- Maintains confidentiality of information
- Ability to coordinate multiple tasks and priorities
- High attention to detail
- High school diploma or GED
This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.
ADDITIONAL SKILLS AND EXPERIENCE:
Good organizational and demonstrated problem solving skills a plus.
Knowledge of insurance/ financial services industry
Life/Health licensing is a plus
Job Type: Full-time
Pay: $19.00 - $21.00 per hour
Benefits:
- 401(k)
- 401(k) 3% Match
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- On-site gym
- Paid time off
- Vision insurance
- Volunteer time off
Work Location: In person
Salary : $19 - $21
