Client Service Associate

This position is being offered by The Crossroads Group.  WestPoint Financial Group is assisting with the sourcing of this role.

The Crossroads Group seeks to help people make sense of financial decisions regardless of what life has in store.  Together, in partnership with their clients, they work to bring understanding and confidence to the decisions that are made to create financial success and financial freedom.  Care and commitment is given to each and every person they work with and the best interests of their clients are at the center of everything they do!

The Crossroads Group is currently seeking a Client Service Associate to assist with business submission and client service requests in support of two advisors.  The ideal candidate will be detail-oriented, proactive and resourceful.  The successful candidate must be able to work both individually and with a team, be coachable and demonstrate accountability for assigned tasks.

Applicants should have Microsoft Office proficiency, as well as computer aptitude to learn proprietary software  programs quickly.  Knowledge of Insurance and Financial Industry is a plus, as the candidate will help collect and process new business from application to completion, while adhering to strict compliance procedures.

This role is Full-Time (32-36 hours per week), and is located in our Indianapolis office.

Responsibilities:

• Submit business applications and track business in process
• Support client requests and inquiries
• Problem solve and support busy advisors throughout the practice
• Additional administrative duties as assigned

Candidate qualifications:

• 2 years of professional administrative experience
• Excellent telephone, written, and interpersonal communication skills
• Superior organization skills
• Proficient use of MS Office (Word, Excel, Outlook, etc.)
• CRM experience a plus
• College degree or comparable professional work history
• Investment/FINRA registrations are a plus, but not required

Additional Desired Skills/Traits:

• Team player with the ability to adapt to change and other responsibilities
• Ownership with time management, organization, and product knowledge
• Attention to detail and the ability to effectively receive, interpret, and disseminate information accordingly (through verbal or written communication)
• Proper grammar usage in communication with clients is of the utmost importance
• Acts as a liaison for advisors with business partners and clients
• Capable of completing multiple tasks and meeting established objectives and deadlines

Salary: $25-32/hr

Benefits: 

• 2 weeks PTO/year
• Select Paid Holidays
• Potential for Bonus Opportunity

Salary : $25 - $32