Client Service Associate

Overall Function

Assist The Mayeu Financial Group (MFG) in creating an excellent client experience for all clients and prospects of the firm by ensuring the execution of MFG’s client service model. Facilitate and coordinate all incoming service requests to meet all client servicing needs. Assist Service Advisor(s) in developing and maintaining strong relationships with MFG Clientele. Seek to make MFG and its clientele better off through positivity, commitment, others-centeredness and growth.

We seek someone who exudes positivity, bringing a pleasant and contagiously optimistic attitude to every situation while focusing on the gains and expecting good outcomes. The ideal candidate will have an endless desire for growth, taking ownership of their development by seeking opportunities for continuous improvement and demonstrating relentless forward progress. Additionally, we value an others-centered approach, characterized by a genuine drive to serve others, prioritizing the community's needs without a sense of entitlement, and willingly making sacrifices for the collective benefit. Lastly, we are looking for someone whose commitment is fueled by passion, who embraces the belief that "we are all in it together," and who perseveres through all circumstances

Key Responsibilities:

Be a Great Teammate

Manage all incoming calls and/or emails to the firm

In-office client experience

· Greeting clients and ensuring they are comfortable and cared for

Incoming client service requests

· Verifying client information and service request(s) needed

· Completing or coordinating incoming service requests with our operations team

· Sending out requested documents to clients: statements, tax documents, etc.

· Confirming completion of servicing items with clients

Scheduling client meetings for assigned households

· Following scheduling process and notifying team of scheduled meetings via our CRM

Update/maintain all client information via our Client Management System(s)

· CRM & Advisor Desktop/NMConnect

Preparation for weekly L10 Meeting

· Complete pre-meeting formatting in Ninety.io

Assist team in day to day operations

· Firefight the day to day items that arise within office

Track specific role metrics and priorities within Ninety.io

Maintain office and employee standards

Maintain compliance standards

Sustain a positive, enthusiastic and professional office atmosphere for clients, representatives and colleagues

Qualifications

• Associate Financial Representative contract required
• Health and Life licensed or gain licensing within 6 months of employment
• Financial Service or Insurance industry experience preferred
• SIE, Series 6 and Series 63 or gain within 18 months of employment
• Computer experience and/or data entry
• Customer service experience
• Excellent oral and written communication skills
• Demonstrated organizational skills, ability to multi task and time management skills with ability to set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• High degree of initiative
• Ability to be diplomatic
• Ability to be flexible and open-minded
• Ability to work in a fast-paced environment
• Ability to maintain confidentiality
• Alignment to Firm values: Positivity, Commitment, Others-Centered & Growth

Compensation & Benefits

• Salary commensurate with experience.
• Competitive benefits

Pay: $50,000.00 - $60,000.00 per year

Work Location: In person

Benefits:

Salary : $50,000 - $60,000