Financial Planner Recruiting, LLC · 9 hours ago
Client Services Associate
Detroit Metro
Full-time
Onsite
Entry Level
$70K/yr - $85K/yr
1+ years expFinancial Planner Recruiting, LLC is a rapidly growing wealth management firm located in Greater Detroit, MI. They are seeking a Client Service Associate to provide exceptional client experiences and support the wealth advisor team while ensuring efficient processes. The role involves managing client data, scheduling, and enhancing the overall client service experience.
Staffing & Recruiting
Hiring Manager
Ali Staton
Responsibilities
Provide organizational support to the wealth advisor team
Develop and maintain processes to leverage the advisor team's time
Assist with scheduling meetings and task management
Consistently track and proactively communicate progress on open items
Organize and maintain client data, firm documents, and compliance-related files
Deliver an exceptional client experience in every interaction
Continually look for ways to improve the client service experience and to create efficiencies in the way that experience is delivered
Respond expediently to inquiries from clients, their attorneys, and their CPAs
Work to effectively manage client expectations
Become an expert in working with Salesforce and Charles Schwab
Develop a working knowledge of account types, account transfer procedures, and processing of custodial transactions
Create, process, track, and troubleshoot account-related paperwork required by Schwab
Learn how to create client materials and extract data from Tamarac
Utilize our CRM program, Salesforce, for reports and client communication, and to maintain client information
Qualification
Required
Bachelor's degree or equivalent related experience
Preferably 1-3 years of experience in a client service-related role at a financial planning firm
Demonstrated financial literacy and ability to work with numbers
Strong proofreading and effective communication skills
Ability to maintain utmost discretion in working with sensitive and confidential information
Excellent interpersonal skills
Strong attention to detail
Ability to work independently
Perform duties in an efficient, professional, and courteous manner
Competency in all aspects of the Microsoft Office suite and the ability to learn new software and technologies
Benefits
Bonus opportunities available.
401k with match.
Health Insurance
PTO policy: 15 days off in the first 12 months of employment, and then unlimited PTO policy going forward.
NYSE holiday calendar (10 days) and close the office for an extra day around July 4th and the day after Thanksgiving.
Parental leave policy is 3 months paid. In the first 12 months it's prorated based on days employed.
Company
Financial Planner Recruiting, LLC
We’re the top financial advisor recruiting firm. We find the best candidates for independent firms.
0-1 employees
Funding
Current Stage
Early StageLeadership Team
Ali Staton
Founder and Lead Recruiter
Company data provided by crunchbase