Financial Customer Service Associate - Milwaukee, United States - High Point Capital Group

Description

Your goal will be to ensure clients and advisors are assisted on a timely basis, happy and engaged in their financial planning process.

Afterall, the advisor works for the client, so you work for them too We'll also need you to drive efficiencies in expanding the firm's business, profitability and long-term success.

Above and beyond the "Responsibilities & Requirements" listed below, we need you to be:

• 
  Professional: Our firm is a fun place, but also a serious business with a lot of moving parts. You need to know how to juggle lots of balls in the air that can't be dropped. So we'll need to know you have been an executive assistant before in a similar environment.

-
Unflappable:Crazy things happen. You should be able to pause and laugh at them for a brief second before quickly taking action to make crazy problems disappear seamlessly.
-
Passionate:To be successful with our firm, you have to believe in what we are doing and that is ensuring all clients financial security is priority one.


Responsibilities:

• Answer, screen and forward incoming calls as applicable
• Greet and welcome clients
• Ensure reception and conference rooms are tidy and presentable
• Review incoming mail/prepare outgoing mail
• Process and log incoming checks and policies
• Process business for advisors as needed
• Order supplies for the office
• Assist advisors with mailings and research
• Assist with Marketing projects as needed
• Be the go to person for marketing compliance, tracking, social media posts, event planning, etc.
• Be the office expert on Redtail
• Run reports as needed from various systems
• Provide additional support to administrative staff as needed
• Other duties as assigned

Requirements:

• Excellent organizational skills
• Marketing experience a plus
• Outstanding communication and interpersonal abilities
• Excellent knowledge of MS Office (Excel, Word, PPT), databases and information systems
• Redtail experience a plus
• Strong attention to detail with solid follow through
• Good knowledge base regarding insurance/securities industry
• Ability to multitask in fast paced environment
• Strong technology skills
• Self starter with ability to analyze and problem solve
• Ability to work unsupervised
• Resourceful

Pay:
From $40,000.00 per year


Benefits:

• Flexible schedule
• Health insurance
• Paid time off

Weekly day range:

• Monday to Friday

Work setting:

• Inperson

Education:

• Associate (preferred)

Experience:

• Financial: 1 year (preferred)

Work Location:
In person