Job description

Job Title: Senior Client Service Associate

Status: Part-Time OR Full Time; Non-Exempt

Relevant Work Experience: 3+ years in Wealth Management support

Job Category: Administrative Services

About us -

We are a fee-based financial planning practice located in Maitland, FL. Our clients are high net worth individuals, small business owners and retirees. Our team is cohesive, collegial, family-oriented, and professional. Together, we provide our clients with an extraordinarily high level of service. A significant component of this service is our administrative support process. This position is Part-Time or Full-Time.

About you –

• You value a small team and family-oriented office
• You are highly organized, detail oriented and a pro at managing competing priorities.
• You are highly effective at project management and tracking progress with an eye on deadlines.
• You are an excellent communicator who enjoys helping our clients and providing white glove service.
• You can work independently and figure things out on your own when needed.
• You enjoy learning, have the aptitude to learn new things quickly, and you are self-motivated when it comes to personal performance.

Job Responsibilities –

• Maintain an exceptional service experience for our clients; develop and implement systems to support this high-level experience
• Process new business & service-related paperwork for investment and insurance clients in a timely fashion
• Set appointments, manage meeting logistics, and take a proactive role in managing team’s calendars
• Handle complex client service issues independently
• Provide support for marketing projects: coordination and logistics of client appreciation events; maintain practice marketing materials to compliance standards
• Assure that practice is operating compliantly
• Maintain proper documentation through technical systems (RedTail CRM, imaging, etc.)
• Create great looking documents in Word, Excel and PowerPoint
• Schedule regular meetings with advisory team members to review practice and individual goals
• Work proactively with our Business Operations Manager on business process updates and compliance

Job Requirements –

• Prefer 3+ years immediate past work experience supporting a financial advisor in a similar role
• Must have good understanding of financial planning, investment advisory and insurance businesses
• Must have excellent abilities with software: MS Office, CRM systems (we use Redtail), eMoney (pref.)
• Series 7, Life, Health, and Annuities licenses are preferred but not necessary
• Bachelor’s Degree in Finance or Economics or equivalent work in the industry

We offer -

Paid vacation, retirement benefits, and paid days off, a supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.

Equal Opportunity Employer

Job Types: Full-time, Part-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Maitland, FL 32751: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Customer service: 2 years (Preferred)
• Wealth Management support: 2 years (Preferred)
• Administrative: 2 years (Required)
• Microsoft Office: 4 years (Required)

License/Certification:

• FINRA License (Preferred)

Work Location: Hybrid remote in Maitland, FL 32751

randomorbitinc.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, randomorbitinc.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, randomorbitinc.com is the ideal place to find your next job.