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Kalamazoo

    Client Service Associate - Kalamazoo, United States - Kestra Financial Independent Advisor

    Kestra Financial Independent Advisor
    Kestra Financial Independent Advisor Kalamazoo, United States

    1 day ago

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    Description

    Job Description

    Job Description

    Summary: Financial Plan

    ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

    Essential Duties and Responsibilities

    • Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
    • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines
    • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
    • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
    • Deposit checks received and maintain check blotter in adherence to compliance guidelines
    • Maintain client information in CRM database
    • Research and resolve client service problems for errors as needed
    • Record all transactions on appropriate logs
    • Perform other duties and projects as assigned

    The Ideal candidate will possess the following skills:

    • Basic computer skills (Outlook, Word, Excel) are essential
    • Strong administrative and time management skills with superior attention to detail
    • Excellent communication skills, both verbally and in writing
    • CRM knowledge a plus
    • Series 7 and 65/66 preferred (or ability to obtain)

    Education and/or Experience

    • Associates degree in a business-related field preferred
    • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

    Benefits:
    Competitive Pay, paid holidays, paid vacation, sick/personal days, 401(k), health insurance

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