Financial Associate (Corporate) jobs in Green Bay, WI

Mark Aho Financial Group seeks a highly motivated Client Associate in Marquette, Michigan. As a Client Associate, you will provide exceptional customer service to current and prospective clients in-person, over the phone, and through email. Additionally, you will provide support to relationship managers as needed.

RESPONSIBILITIES

• Provide customer service by answering phone calls, greeting in-office clients, and answering questions that they may have.
• Direct clients to the appropriate relationships manager as needed.
• Complete general office duties including maintaining cleanliness of the office, ordering supplies, and watering plants.
• Check e-mails and respond or forward appropriately.
• Call and/or email clients appointment reminders.
• Complete mail duties such as opening/viewing incoming mail and distributing appropriately, refilling the postage machine, sending outgoing mail, etc.
• Maintain client records and update as needed.
• Prepare client kits.
• Assist with sending out client newsletters, event invites, etc.
• Provide support at events.
• Manage social media accounts and make website updates.
• Assist relationship managers with tasks as needed.

COMPENSATION/BENEFITS Mark Aho Financial Group puts great value in their Client Associate position by offering a salary of $40,000-$50,000 commensurate with knowledge and experience as well as an excellent benefits package including 401(k), profit sharing, health insurance and potential paid vacation.

QUALIFICATIONS

• Associate degree in business, finance, or a related field preferred.
• 2 years related job experience preferred.
• Series 7, 66 Life and Health Licenses a plus.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Exceptional verbal, written, and presentation skills required.
• Strong organizational skills.
• Ability to improvise and proactively assist in client requests or firm tasks.

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ABOUT US. Our purpose is to help you build and protect wealth, so you can live abundantly and generously. When you’re confident about your finances, you can begin to live abundantly – which means you can live generously, too. Learn more at markahofinancial.com