Client Advisor & Operations Lead - Finance

SUMMIT FINANCIAL GROUP INC; Upper Dublin Township (PA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

Job summary

Summit Financial Group Inc. in Pennsylvania seeks a Client Associate to provide dedicated operational and sales support in a professional financial advisory environment. This role will be the most frequent client contact and will support office initiatives for the business.

Experience in financial services is a plus. Candidates should have an undergraduate degree and be willing to obtain Series 65 and Life/Health licenses, with strong client service, communication, and technical skills across MS

Qualifications

• Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus).
• Professional or relevant internship experience in financial, banking, and/or insurance environment preferred.
• Must be willing to obtain the Series 65 and Insurance Life/Health licenses.
• Knowledge of investment and banking products, policies & procedures.
• Strong client service & technical skills (MS Word & Excel and CRM).
• Strong communication, time management and organizational skills.
• Excellent attention to detail is a must for processing financial documents.
• Knowledge of investment and annuity systems highly preferred.
• Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team.

Responsibilities

• Provide dedicated operational and sales support in a professional financial advisory environment.
• Be the most frequent point of contact with clients and support office initiatives for the business.
• Experience in the financial services industry is a definite plus for this position.

Skills

Leadership

Interpersonal skills

Relationship building

Client service

Operations excellence

Problem solving

Initiative

Critical thinking

Education

Bachelor's degree

Tools

MS Word

Excel

CRM

Job description

Summit Financial Group Inc. in Pennsylvania seeks a Client Associate to provide dedicated operational and sales support in a professional financial advisory environment. This role will be the most frequent client contact and will support office initiatives for the business.

Experience in financial services is a plus. Candidates should have an undergraduate degree and be willing to obtain Series 65 and Life/Health licenses, with strong client service, communication, and technical skills across MS