Client Experience Associate - Financial Services

Bill Good Marketing

Bloomington (IN)

In loco

USD 60.000 - 72.000

Tempo pieno

2 giorni fa

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Vantaggi offerti da questo lavoro

401(k) with employer matching

Employer-sponsored health benefits

Paid time off (PTO)

Covered parking for Minnesota winters

Onsite gym facilities

Onsite pickleball court

Company-sponsored lunches

Bonus opportunities

Descrizione del lavoro

Hance Financial, based in Bloomington, seeks a Client Service Associate (CSA) to deliver exceptional client interactions. This client-facing role combines administrative, organizational, and relationship-management duties to support advisory services.

The CSA will handle client requests, account processing, and scheduling, ensuring a seamless experience while maintaining high standards of service. Compensation reflects experience and includes benefits.

Competenze

1+ years of experience in financial services or client relationship management.
Familiarity with financial advisory operations, account processing, and CRM systems.
Experience with Redtail CRM, Orion, or similar financial planning software.
Strong ability to work both independently and collaboratively in a professional office environment.

Mansioni

Client Relations & Support: Serve as the first point of contact for client questions and concerns; provide a red carpet welcome; build rapport with long-term clients.
Administrative & Account Processing: Process and manage client paperwork; open new accounts and document risk profiles and agreements.
Office & Scheduling Management: Maintain organization and efficiency in office operations; help maximize advisors’ time by addressing client issues promptly.