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Solon

    Client Services Associate - Solon, United States - Aesplacement

    Aesplacement
    Aesplacement Solon, United States

    1 week ago

    Default job background
    Description
    Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our well-established financial planning firm located in

    Solon, OH

    is seeking an individual to perform diverse administrative functions and planning support. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day.

    This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry.

    If you are seeking an excellent long-term career opportunity in a fast-paced environment, please apply today
    The below job description outlines the responsibilities for the Client Services Associate:
    College Degree preferred, not required
    Prior office experience preferred, not required
    Financial Industry experience preferred, not required
    Basic knowledge of ETF's, Mutual Funds, and Securities tools
    Advanced computer skills – MS Office Suite, CRM and specifically Excel
    Desire to obtain long term employment

    Skill Set:
    Ability to prioritize projects in a timely manner
    High quality customer service – strong follow through
    Excellent communications skills both verbal and written
    Extremely detail-oriented
    Good natured with a positive attitude
    Ability to be persistent to achieve quality
    Strong organizational skills, attentive, proactive, and resourceful
    Friendly, professional phone manner and the ability to work with a variety of clients
    Reliable with exceptional work ethic
    Aptitude to learn and grow professionally
    Demonstrate maturity and poise under pressure

    Responsibilities:


    Client Service Associate will be expected to have consistent follow through with all efforts to help build the relationship with the clients and keep the advisor up to date and accurate with all client accounts.

    Other weekly, daily, and monthly activities will include but not limited to:

    Completion of all service requests and resolve any client/carrier issues
    Processing New Client Applications
    Review all applications prior to submission
    Coordinate and follow up on all client transfers
    Assist with client update reports and mailing
    Utilizing various websites and software to obtain client and product information
    Establish and maintain detailed client files
    Lead internal team back-office tracking systems for reallocations/follow-ups/client engagements
    Receive incoming client calls in a friendly manner
    Assist in setting client appointments
    Assist and support the Marketing team
    Attend company events
    Other duties and projects as assigned
    401k – eligible after 1 year

    PTO

    Hours:
    Some evenings required for client events
    Presented by Advisor Employee Services

    Thank you for your interest in the Client Services Associate role in

    Solon, OH.

    Advisor Employee Services, a consulting firm located in Overland, Kansas, represents the

    top 1% of financial advisors in all 50 states

    in their hiring needs. Please take a moment to explore our website and the services provided.

    We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.

    If you feel that you have the skills it takes for the position responsibilities listed, please apply today

    #J-18808-Ljbffr
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