Client Services Associate

Financial Independence, LLC; Bloomfield Hills (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) matching

Health Insurance

Dental and Vision Coverage

Health Savings Account (HSA)

Paid Time Off

Job summary

Financial Independence is seeking a Client Services Associate to provide proactive support to our financial advisors and deliver exceptional client service while handling essential administrative tasks.

In this role, you will engage clients, maintain accurate records, and input data into planning software. You will also assist with seminars, collaborate with the team, and manage day-to-day administrative duties with professionalism.

Qualifications

• Bachelor’s degree preferred or related experience in financial services.
• Outstanding organizational abilities and attention to detail.
• Strong communication and customer service skills.

Responsibilities

• Client Engagement: greet clients and address their needs.
• Record Keeping: create and maintain accurate client records.
• Data Management: input client information into planning software.
• Marketing Support: assist with seminars and client events.
• Team Collaboration: work with colleagues on special projects.
• Administrative Duties: perform miscellaneous admin tasks as needed.

Skills

Customer service

Organizational skills

Communication

Education

College degree preferred

Tools

CRM software

Financial planning software

Job description

Are you a dedicated, detail-oriented professional looking to join a thriving financial practice? Financial Independence is growing, and we're searching for a Client Services Associate to provide proactive support to our top financial advisors while delivering top-notch customer service. If you have a background or interest in the financial services industry and a passion for excellence, we invite you to become part of our team. At Financial Independence, we take pride in our commitment to exceptional client service and fostering a friendly work environment.

Position Overview:

As a Client Services Associate, you will play a crucial role in ensuring the seamless operation of our financial practice. You will have the opportunity to interact with clients, manage records, support marketing efforts, and contribute to various administrative tasks. If you are highly organized, detail-oriented, and motivated to excel, this role offers an exciting opportunity to grow your career in the financial services industry.

Key Responsibilities:

• Client Engagement: Be the welcoming voice and face of Financial Independence, interacting with clients daily and assisting with their needs.
• Record Keeping: Create and maintain accurate client records and files, ensuring data integrity.
• Data Management: Input client information into financial planning software to support advisors.
• Marketing Support: Collaborate on marketing efforts, including seminars and classes, to expand our client base.
• Team Collaboration: Work with colleagues on special projects and tasks to promote efficiency and growth.
• Administrative Duties: Assist with miscellaneous administrative tasks as needed.

Qualifications:

• Preferred industry experience, ideally with a college degree.
• Exceptional organizational skills, attention to detail, and multitasking abilities.
• Highly motivated with strong communication and customer service skills.
• Willingness to learn and master computer programs for customer data management.
• Professional demeanor and a commitment to excellence.

Salary & Benefits:

We offer a competitive salary and an excellent benefits package, including:

• 401(k) matching
• Health Insurance
• Dental and Vision Coverage
• Health Savings Account (HSA)
• Paid Time Off

Join Financial Independence and embark on a rewarding career path in the financial services industry. If you're ready to contribute your skills and passion to a supportive team and help us deliver outstanding client service,