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Client Service Associate - The Wiser Financial Group
Kestra Financial • Kalamazoo, MI 49048 • Posted 30+ days ago
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In-person • Full-time • Entry Level
Job Highlights
Using AI ⚡ to summarize the original job post
The Client Service Associate at The Wiser Financial Group in Kalamazoo, Michigan, plays a crucial role in providing superior client experience by supporting a lead advisor with administrative functions, handling client interactions, and ensuring the smooth operation of client accounts. This position requires excellent customer service, attention to detail, and time management skills.
Responsibilities
- Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
- Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
- Deposit checks received and maintain check blotter in adherence to compliance guidelines
- Maintain client information in CRM database
- Research and resolve client service problems for errors as needed
- Record all transactions on appropriate logs
- Perform other duties and projects as assigned
Qualifications
Required
- Basic computer skills (Outlook, Word, Excel) are essential
- Strong administrative and time management skills with superior attention to detail
- Excellent communication skills, both verbally and in writing
Preferred
- CRM knowledge
- Series 7 and 65/66 preferred (or ability to obtain)
Full Job Description
Summary: Financial Plan
ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.
Essential Duties and Responsibilities
+ Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
+ Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines
+ Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
+ Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
+ Deposit checks received and maintain check blotter in adherence to compliance guidelines
+ Maintain client information in CRM database
+ Research and resolve client service problems for errors as needed
+ Record all transactions on appropriate logs
+ Perform other duties and projects as assigned
The Ideal candidate will possess the following skills:
+ Basic computer skills (Outlook, Word, Excel) are essential
+ Strong administrative and time management skills with superior attention to detail
+ Excellent communication skills, both verbally and in writing
+ CRM knowledge a plus
+ Series 7 and 65/66 preferred (or ability to obtain)
Education and/or Experience
+ Associates degree in a business-related field preferred
+ The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Benefits: Competitive Pay, paid holidays, paid vacation, sick/personal days, 401(k), health insurance
ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.
Essential Duties and Responsibilities
+ Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
+ Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines
+ Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
+ Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
+ Deposit checks received and maintain check blotter in adherence to compliance guidelines
+ Maintain client information in CRM database
+ Research and resolve client service problems for errors as needed
+ Record all transactions on appropriate logs
+ Perform other duties and projects as assigned
The Ideal candidate will possess the following skills:
+ Basic computer skills (Outlook, Word, Excel) are essential
+ Strong administrative and time management skills with superior attention to detail
+ Excellent communication skills, both verbally and in writing
+ CRM knowledge a plus
+ Series 7 and 65/66 preferred (or ability to obtain)
Education and/or Experience
+ Associates degree in a business-related field preferred
+ The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Benefits: Competitive Pay, paid holidays, paid vacation, sick/personal days, 401(k), health insurance
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