Great Opportunity to Join a Growing Vibrant Financial Services Company headquartered in Fort Myers, Florida
Midland Trust is looking for a top-notch Client Service Associate in our Fort Myers office. Candidates should have an interest in the financial services industry. Midland's primary services include Self-Directed IRAs and 1031 Exchanges. If you are looking for a company with a proven record of growth and opportunity, this could be your opening.
The Associate’s role is a proactive, non-sales position focused on servicing and guiding new and existing clients through processes related to completing self-directed investments, including but not limited to private equity, hedge funds, cryptocurrency, futures, precious metals, and real estate. Typical client contact is via phone, chat, and email. You will be exchanging information and documents with clients and with other team members at our Chicago, Sioux Falls, and Fort Myers Midland offices.
We have an extensive training program that aims to develop your industry knowledge as well as your professionalism. Opportunities for growth exist within the company. We will train you in our industry of financial services and our technology. Most importantly we will help develop you into a world-class Client Service Associate. This position is key to our company's goal of providing professional, personal service to our clients.
Typical Job Duties:
- Efficiently managing a high volume of client correspondence (incoming calls, emails, chats, and client visits)
- Answering client questions regarding financial transactions, including asset purchases, sales, and other client transactions
- Effectively learning and communicating IRS rules and regulations related to IRAs
- Utilizing Salesforce, our state-of-the-art CRM system to keep all transaction and case statuses updated, also logging all communication
- Building and maintaining relationships with account holders and referral sources
- Coordinating with third parties such as investment managers, brokers, attorneys, and title companies to ensure timely processing of investments
- Opportunity to attend industry trade shows, seminars, conferences, and networking events
- Collaborating with the management team for special events or meetings
- Working across departments to assist with administrative duties and special projects, as necessary
Qualifications:
- Bachelor's degree preferred
- 1-3 years of work experience in a service-oriented role (Accounting/Finance/Administration experience is a plus)
- Must have excellent communication skills, be pleasant, personable, and dependable
- Requires a HIGH level of professionalism and confidentiality
- Must be an AWESOME problem solver
- Must be a self-starter with a strong sense of urgency
- Must have good time management and the confidence to reprioritize tasks as needed
- Proven ability to listen to people and interpret their needs
- The desire to work as a member of a team
- Must be great with all technology-STRONG computer, internet, Microsoft skills
- Must be able to sit for long periods of time
Why work for Midland Trust?
- Midland is an employee-owned company with a generous retirement contribution. We are proud to share its opportunities and profits with its owner-employees.
- We offer comprehensive health and dental plans. Additionally, Midland sponsors Health Savings accounts for employees who wish to contribute pre-tax money for future out-of-pocket health expenses.
- Employees are given 15 days of paid time off annually. In addition, major holidays (New Years', Memorial Day, July 4th, Labor Day, Thanksgiving, and Christmas) are paid time off, as well as most bank holidays.
- We are committed to helping our associates reach their best through ongoing on-the-job training and internal education to make sure every member of our team is at the top of their game.
- You will have the rare opportunity to play a key role in Midland's long-term growth and success. Everyone at Midland has a voice and we encourage participation in both day-to-day operational decisions as well as long-term, strategic planning sessions. Regardless of your role or position, employees have the opportunity to interact with senior management and business owners on a daily basis.
- Midland is a fast-paced environment where everyone works together as a team to get the job done. Yes, we are hard at work during normal business hours, but you won't see us working late evenings or weekends. We understand the importance of having quality time to spend with your family and friends. While we work together as a team in the workplace, we also have fun as a team outside of the workplace through happy hours, charity work, and team sports.
- Diversity and inclusion are key foundations within our culture. We select, develop, and promote associates based on their individual abilities and job performance.
- For more information on our company and benefits, please visit https://www.midlandtrust.com/about-midland-trust/careers/
Midland Trust is a unique company that offers services as a self-directed IRA custodian, 1031 exchange facilitator, and incorporation services. Midland has been in business for over 30 years. Please review our company website at midlandtrust.com to learn more about our company and services.