10 Jobs in Crawfordsville, IN
Jobot is Hiring a Registered Client Service Associate Near Crawfordsville, IN
This Jobot Job is hosted by: Devin Camp
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Salary: $65,000 - $95,000 per year
A bit about us:
We are hiring for a Registered Client Service Associate to join our wealth management firm. The ideal candidate will have a solid background in financial planning and investment advising, with a proven record of providing exceptional service to clients. The role requires a deep understanding of investment products and services, as well as the ability to develop strong relationships with clients, ensuring their financial objectives are met. This position is a fantastic opportunity for a motivated professional to work in a fast-paced environment, with a team committed to excellence in the financial services industry.
Why join us?
- Competitive salary bonus referral incentive income
- 401k match
- Generous PTO
- Professional development and continuing credit opportunities
Responsibilities:
- Assist in managing and tracking client portfolios, providing regular updates and reports to both the client and senior management.
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice and solutions.
- Collaborate with the sales team to identify new business opportunities and strategies to increase client base.
- Ensure compliance with all regulatory requirements relating to client service and financial planning.
- Provide support to the financial advisors in the preparation and implementation of financial plans.
- Handle client inquiries and resolve any issues promptly and professionally, ensuring high levels of client satisfaction.
- Stay updated with the latest industry trends, products, and regulations.
- Minimum of 5 years' experience in a similar role, preferably in the financial services industry.
- Interest in obtaining Series 65 of CFP designation.
- Solid understanding of investment products and services.
- Excellent client service skills, with the ability to build and maintain strong client relationships.
- Strong analytical skills, with the ability to interpret financial data and market trends.
- Excellent communication and interpersonal skills.
- Proficient in using financial planning software and tools.
- Strong ethical standards and integrity.
- Ability to work in a fast-paced, team-oriented environment.
- Bachelor's degree in Finance, Business Administration, or related field is preferred.
Job Summary
Full Time
$54k-70k (estimate)
06/03/2024
06/16/2024
jobot.com
IRVINE, CA
200 - 500
2014
Private
TIM MURPHY
$50M - $200M
Related Companies
About Jobot
Jobot is a California-based recruiting and staffing firm that provides experienced recruiters for businesses.
The following is the career advancement route for Registered Client Service Associate positions, which can be used as a reference in future career path planning. As a Registered Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Service Associate. You can explore the career advancement for a Registered Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Service Associate job description and responsibilities
Develop new business opportunities through client relations and option services.
03/15/2022: Boulder, CO
Maintain and update files as required by Financial Advisors on products and clients.
04/30/2022: Chattanooga, TN
Monitor current client portfolios by reviewing performance quarterly.
03/07/2022: Columbus, MS
Respond to phones and messages along with client requests.
03/03/2022: Parkersburg, WV
Oversee a team of customer service Associate's and ensure they are providing an exceptional client experience.
02/11/2022: Chicago, IL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Registered Client Service Associate jobs
The primary qualifications needed for a career as a registered client associate typically include an associate's degree in business and work experience in a financial institution.
02/26/2022: Racine, WI
Most employers prefer a bachelor’s degree, but it’s possible to work your way up into the position with the lesser degree.
03/18/2022: Fort Wayne, IN
You need basic investment and financial management knowledge, which is a foundation you build in business degree programs.
03/29/2022: Beaumont, TX
Find an entry-level position at a bank before pursuing this career.
03/27/2022: Evansville, IN
5 Years work experience as a Client Service Associate at either a Broker Dealer are needed to qualify for this job.
05/02/2022: Lincoln, NE
Step 3: View the best colleges and universities for Registered Client Service Associate.
