626 Financial is a growing wealth management firm located in Portage, MI. We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at 626financial.com.
Compensation:
- Salary range of $65K-80K, commensurate with relevant experience
- Great Work/Life Balance with a Monday-Friday Schedule
- Medical insurance
- 401(k) with employer match
- Profit Sharing Plan after first year of employment
- Pension Plan after first year of employment
- Generous PTO Policy & Paid Holidays
- Professional, Fun, Motivating Atmosphere
Responsibilities include:
- Respond to client requests with timeliness and accuracy in mind
- Assist Advisors with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
- Become primary point person for our custodian - LPL
- Maintain and update client data in Redtail
- We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make better and better over time!
Requirements:
- 3 years of financial services experience
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Series 65 or the ability to obtain
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
- Ability to work independently while prioritizing projects and managing your time – we do not micromanage
- Ability to learn and implement new technology and software
- Ability to communicate well and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
- Series 65 is not required but would be a plus
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.