Client Service and Operations Associate

Job description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure in the financial services profession. We believe in providing value beyond a doubt with the notion that time will either expose you or promote you, based on your willingness to embrace change.

Who We Want

In this critical role, we will rely on you to set the tone for the organization. As a Client Service and Operations Associate, you will be instrumental in making sure clients have a positive experience and delivery of services. This role is twofold: (1) to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained and (2) day-to-day operations support, including maintaining Standard Operating Procedures (SOPs) to ensure consistency of operations and smooth workflows. You will serve as the linchpin to all back-office operations. We need you to have a genuine care for both our clients and your fellow team members. This role will also provide support for the Relationship Manager(s) and Advisor(s) as needed.

What To Expect

• Daily tracking of client distributions and deposits
• Annuity contract maintenance
• Tracking and maintenance of Required Minimum Distributions (RMDs)
• Trade case tracking
• New account setup and funding
• General account maintenance (i.e. change of address, beneficiary updates, sending 1099’s)
• Death Claims for existing and new clients
• Greet Clients and make them feel comfortable when visiting the office
• Answer all incoming calls with exceptional customer service
• Maintain accurate and complete client information in the database.
• Assist in setting and continually meeting project expectations with team members and management.
• Build and maintain a relationship with the client base with the main focus on service and operations.
• Responsible for quality control and reporting on the success and areas for improvement of operation processes.
• Other duties as needed or assigned in the running of a growing organization.

What You Need

• REQUIRED 2 years of industry experience in operations or office administration
• Excellent attitude and an extraordinary client service orientation
• Must have polished and professional presentation
• The ability to handle multiple tasks and handle a fast-paced environment
• Computer literacy to easily learn new programs
• Excellent organizational and time management skills with particular attention to detail
• Strong phone skills
• Excellent verbal and written communication skills
• A genuine interest in serving and caring for other people
• Proficient in Excel, Word, PowerPoint and Salesforce
• Must be able to work independently and in team environment
• Strong organizational skills and attention to detail
• This individual is an efficient and reliable team player who is naturally collaborative and thinks deeply about solutions to problems.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, access to health benefits, generous PTO policy, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is client focused, fast-paced, collaborative, and innovative.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Paid time off
• Professional development assistance

Experience:

• Financial services: 3 years (Required)

Work Location: In person

Salary : $45,000 - $60,000