Client Service Associate

Fit Recruiting; Mobile (AL); On-site; USD 45,000 - 55,000; Full time

Job summary

Fit Recruiting is seeking a highly motivated professional for an administrative role in Mobile, Alabama. You will assist advisors with their needs through calls about transactions and account management while providing exceptional client service.

The ideal candidate has 2+ years of financial services experience and strong communication skills. Proficiency in Microsoft Excel, Outlook, Word, and PowerPoint is required. This role offers a competitive salary in the $45K - $55K range plus benefits.

Qualifications

• 2+ years of financial services experience or 3+ years of customer service experience.
• Fundamental understanding of Investment Industry, Securities, and Insurance.
• Professional self-starter with excellent attention to detail.

Responsibilities

• Assist advisors with inbound and outbound calls regarding accounts.
• Provide outstanding client service and demonstrate empathy.
• Document conversations in CRM for personalized service.
• Anticipate client issues and proactively prevent them.

Skills

Excellent communication skills

Problem-solving skills

Relationship-building skills

Attention to detail

Self-directed

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Job description

Fit is seeking a highly motivated professional seeking to grow their administrative career. Pay is in the $45K - $55K range, DOE plus benefits.

Responsibilities

• Assist with advisor needs through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, disability/life/long-term care insurance, and various other account maintenance topics required for the advisor to run their day-to-day business.
• Provide outstanding client service while demonstrating empathy and problem-solving skills.
• Practice active listening and rapport-building to gain a thorough understanding of the client’s needs, while documenting conversations in our internal Client Relationship Management (CRM) platform, for a personalized approach to service.
• Anticipate client issues and problems, and proactively take the necessary steps to prevent them.
• Excellent relationship-building skills with demonstrated ability to problem-solve, interact with individuals at various levels, and think on your feet.
• Ability to manage moderately complex work, be self-directed, and quickly develop a full understanding of our business and the wealth management industry.
• Strong interpersonal, verbal, and written communication skills.
• Team orientation, enthusiasm, professionalism, and a strong work ethic with a high level of integrity and ethics.
• Series 7 and 63 preferred but not required.

Qualifications

• 2+ year of financial services experience or 3+ years of requisite experience (customer service preferred)
• Proficiency with Microsoft Excel, Outlook, Word, PowerPoint
• Fundamental understanding of Investment Industry, Securities, and Insurance
• Professional Self-starter, Excellent Attention to detail, Excellent verbal & grammatical skills