What are the responsibilities and job description for the Client Service Associate position at Society for Lifetime Planning?
Since 1985, The Society for Lifetime Planning has been a leading provider of financial advisory services, helping over 2,000 Michigan families with investment management and retirement planning. We develop comprehensive, personalized financial plans which strive to help our clients achieve financial stability, peace of mind, and independence. Lifetime Planning is currently experiencing rapid growth, and we are looking to add talented, driven individuals to the team.
Our CORE VALUES:
- Attitude is everything. We are professional individuals that possess a positive, can-do attitude.
- Superior customer service. Our customers are our #1 priority. We handle each and every relationship with respect, honesty, and professionalism. And we always put forth our best to ensure our customer service experience is second to none.
- Strong self-motivators. We are go-getters. We never stop and constantly strive to do better. We are ready for any challenge that comes our way.
- Together we thrive. Teamwork is our foundation. We have great respect for that, and for one another.
Position Summary:
We are seeking a client service associate who can join our growing team and help deliver an exceptional experience to our clients. The job responsibilities for this role are detailed below. While those tasks will be primary, we would be excited to find someone who also has interest in one day becoming a financial planner.
RESPONSIBILITIES:
- Assist with account opening, account maintenance, asset transfers, distributions, and other service requests
- Prepare, process, and track client paperwork, forms, and supporting documentation
- Correspond with clients before and after meetings and assist with routine account service questions
- Gather information from and communicate with investment companies, custodians, and other financial institutions
- Follow up on pending account openings, transfers, distributions, and other service requests through completion
- Maintain accurate client records and update information in our Client Relationship Management (CRM) system
- Coordinate client signatures, document delivery, mailing, scanning, and electronic paperwork
- Assist with answering phones, taking messages, and directing client inquiries appropriately
- Work closely with financial advisors and other members of the client service and operations team to ensure timely completion of client requests
- Provide general administrative and clerical support, including copying, filing, scanning, printing, and organizing documents
Education & Experience Requirements:
- High school diploma required
- Commitment to customer service
- Great attention to detail
- Strong organization skills
- Comfortable using computers and relevant software applications. Proficiency in Microsoft Office suite preferred
- Excellent communication skills (verbal and written) and professional personal presentation
- Should be honest, respectful, and trustworthy
- Possesses strong initiative and reliability
Pay: $20.00 - $25.00 per hour
Expected hours: 18.0 – 32.0 per week
Benefits:
- Flexible schedule
- Health insurance
- Professional development assistance
Application Question(s):
- Please briefly explain why this opportunity is appealing to you.
Education:
- High school or equivalent (Preferred)
Experience:
- Customer service: 1 year (Preferred)
Ability to Relocate:
- Troy, MI 48098: Relocate before starting work (Required)
Work Location: In person
Salary : $20 - $25