What are the responsibilities and job description for the Client Services Representative - Harrisburg, PA position at PA?
Client Services Representative
Our well-established financial firm in Harrisburg, PA is seeking to add a Client Services Representative to our team! Our ideal team member has experience in the insurance, securities, or banking industries, and has excellent client relationship skills. This position is ideal for someone who is seeking a long-term position in the industry with the potential for advancement and who may be interested in becoming a financial advisor.
Requirements:
Our well-established financial firm in Harrisburg, PA is seeking to add a Client Services Representative to our team! Our ideal team member has experience in the insurance, securities, or banking industries, and has excellent client relationship skills. This position is ideal for someone who is seeking a long-term position in the industry with the potential for advancement and who may be interested in becoming a financial advisor.
Requirements:
- PA Life and Annuity insurance license, or the ability to obtain within 6 months of hire
- Proficient with MS Office Suite (Outlook, Excel, Word)
- Strong organizational, communication & customer service skills
- 1 years of experience in the financial industry (Insurance, Securities, Banking, etc.)
Responsibilities:
Assist the financial advisor in preparing for client meetings, processing paperwork, and implementing changes to client portfolios.
Managing the client relationship through services including answering calls, sending, and receiving mail and email correspondence, scheduling meetings.
Basic understanding of investment products used & recommended for clients.
Salary:
Starting salary $50,000- $60,000 based on experience & licensing
Benefits:
- 100% employer match up to 10% of 401k contributions
- Health, Dental, Vision – employer paid for employee
- Short and Long-Term Disability
- Life Insurance Policy $100,000,000 - employer paid
- Generous paid time off package
- Paid major holidays (determined each year at companies’ discretion)
- Paid working lunches - lunch provided
- Employer paid continuing education (Insurance & Securities Licenses)
Presented by Advisor Employee Services
Thank you for your interest in the Financial Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $50,000 - $60,000