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

Similar Jobs