Job Posting for Financial Planning Client Services at Financial Planning & Information Services
Financial Planning and Information Services is a fee-only investment advisory firm based in De Pere, WI who is seeking an experienced professional to join our team as a Client Services Associate. The ideal candidate is a team player who will be dedicated to providing exceptional service experiences for clients of the firm.
Client Services Associate Responsibilities:
Be a self-starter and problem solver
Must interact effectively with office staff and be a goal-oriented team player
Onboarding new clients
Opening additional accounts for existing clients, mutual fund and ETF trading in new client accounts,
Servicing of clients’ accounts
This position will also assist with other operations tasks as needed.
Client Services Associate Requirements:
Must have a minimum of one to two years’ experience working in a registered investment advisory (RIA) firm
An Associate Degree is preferred, but not required
You must have high integrity with a strong work ethic and demonstrate excellence in organization and time management skills
Must be competent in Microsoft Suite (Word, Outlook, Excel)
Maintain a high level of accuracy as well as excellent administrative, communication, customer service, and teamwork skills.
Salary.com Estimation for Financial Planning Client Services in De Pere, WI
$100,494 to $146,448
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