What are the responsibilities and job description for the Client Service Associate position at Householder Group Denver?
Client Service Associate –Brea CA
Excellent opportunity within the financial services industry.
Our firm is looking for a highly organized and motivated individual who is interested in a long-term opportunity to help shape an already successful financial planning practice.
We are looking for a dynamic individual for our Brea office who enjoys working with people in the financial and estate planning environment. You must be energetic, assertive, have a great work ethic and be able to multitask in a busy work environment. You would be responsible for tracking office expenses, opening new accounts, processing all client service requests, and running client reports. You must have great communication skills and ability to work independently. You must also enjoy working with people and senior clients. Please do not apply if you do not have any experience working in a financial services environment.
The ideal candidate exhibits a passion for the profession, initiative, coachability, and a positive attitude. Must be detail and service-oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.
Additional qualities you must possess include:
- Strong verbal and written communication skills
- Proficient in technology platforms, including Microsoft Word and Excel, willing to learn new programs/platforms
- Enjoys working with the public, providing excellent client service
- Problem solver, able to anticipate and understand future steps necessary to accomplish tasks
- Excellent organizational skills and great attention to detail
- Professional and Enthusiastic
Work responsibilities will include the following:
- Manage incoming calls
- Schedule client appointments
- Prepare for client meetings
- Maintain and organize client records
- Handle client service issues as they arise
- Handle client meeting follow-up tasks as delegated
- Manage new client onboarding process
Financial skills (that you currently have, we can provide training)
- Maintain Client Relationship Management (CRM) system
- Experience with LPL procedures and forms
- Investment trading (with direction from financial advisors)
- Life insurance process (application through delivery)
- Securities licenses 6,7, and or 65,66
Industry experience a plus this is not a sales position however for the right individual, there are multiple career paths with increasing responsibility and compensation.
Competitive compensation, based on experience. Some benefits are available.
Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Due to the high anticipated demand, we will only be responding to well-qualified candidates. Please e-mail resumes and cover letters to blsanchez@householdergroup.com.
Salary : $40,000 - $45,000