Client Services Associate

The Plan Advocate is an established financial services firm dedicated to providing comprehensive financial planning services. We are committed to helping our clients achieve their financial goals through personalized strategies and exceptional service. As we continue to grow, we're seeking a Client Services Associate to join our dynamic team.

This position will handle a wide variety of administrative tasks and requires an individual with strong organizational skills with the ability to efficiently multitask. The ideal candidate will be hard-working, organized, and able to work independently as well as collaborate with a team and enjoy providing exceptional client service. Competitive salary/bonus and benefits are offered.

Responsibilities

· Workflows and processes: execute existing processes as well as implement new ones

· Client Service: prepare, process and track account applications. Handle client calls, scheduling and assist with meeting prep. Greet clients for in-person meetings and at events.

· Projects: take on, collaborate and execute on various business projects

· Assist with marketing and prospecting

· Database management: CRM maintenance, generate reports and accurately input data into specified software’s

· Draft communication letters, emails and media

· Anticipate Advisor’s needs and handle them proactively

Skills and Experience

· Ideally a Bachelor’s degree (i.e. finance, business, etc.); high school diploma or equivalent

· Self-motivated and eager to learn

· Strong technical skills and adaptability, proficient in Microsoft Excel, Word, and Outlook

· Able to meet deadlines and be very detail oriented

· Organized with the ability to switch from one project to another

· Be excellent at problem solving and communicating

· Work well in a team-oriented environment

· Demonstrate an ability to develop and cultivate relationships

· Strong understanding of confidentiality

· Accept feedback and constructive criticism well

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Compensation Package:

• Bonus opportunities
• Yearly bonus

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• King of Prussia, PA 19406 (Preferred)

Ability to Relocate:

• King of Prussia, PA 19406: Relocate before starting work (Preferred)

Work Location: In person

Salary : $45,000 - $55,000