Client Success Specialist — Financial Services

Aon plc; United States; Presencial; USD 42.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO and paid holidays

401(k) with match

Health & wellness programs

Discount programs

Descripción de la vacante

NFP, an Aon company, is seeking a Client Services Associate to develop long-term relationships with clients and handle all account servicing needs with confidence. You will bridge clients, advisers, and back-office processors to service accounts and ensure tasks are completed end-to-end.

The role focuses on providing outstanding service, guiding clients through financial terms and offerings, and maintaining meticulous notes.

Formación

• Strong interpersonal, record keeping, attention to detail skills.
• Ability to multi-task, prioritize, and manage deadlines.
• Comfortable with educating and guiding clients.

Responsabilidades

• Build relationships with clients over the phone, in-person, and through email.
• Receive inbound calls from clients, providing outstanding service and accuracy for requests and questions.
• Contact clients periodically to give account and market updates.
• Keep impeccable notes on assigned tasks and projects on CRM.
• Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion.
• Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to capture signatures, and walking clients through their new accounts.
• Prepare reports and paperwork for scheduled appointments.
• Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews.
• Run annual audits to ensure clients are compliant with tax requirements.
• Assist administrative staff and financial advisers with projects as requested.
• Conduct and present 401k fund research and analysis to plan participants.
• Work with outside fund and annuity companies to service client accounts.
• Coordinate between business partners and professional contacts.

Conocimientos

Interpersonal skills

Attention to detail

Multi-tasking

Client education

Educación

Bachelor's degree in finance or related

Descripción del empleo

NFP, an Aon company, is seeking a Client Services Associate to develop long-term relationships with clients and handle all account servicing needs with confidence. You will bridge clients, advisers, and back-office processors to service accounts and ensure tasks are completed end-to-end.

The role focuses on providing outstanding service, guiding clients through financial terms and offerings, and maintaining meticulous notes.