Financial Services Client Success Associate

Rysein; United States; On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP, an Aon company, is seeking a Client Services Associate to build long-term relationships with clients and handle all account servicing needs with ease. You will be friendly, capable, and reliable, guiding clients through processes and coordinating with advisers and back-office teams.

Responsibilities include handling inbound requests, onboarding new clients, preparing reports, and conducting 401k fund research.

Qualifications

• Bachelor's degree in finance (required); major in finance related field preferred.
• 1+ year financial industry experience.
• Experience working with a high level of confidentiality.

Responsibilities

• 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.

Skills

Interpersonal skills

Record keeping

Attention to detail

Multi-tasking

Client education

Education

Bachelor's degree in finance

Tools

CRM

Job description

NFP, an Aon company, is seeking a Client Services Associate to build long-term relationships with clients and handle all account servicing needs with ease. You will be friendly, capable, and reliable, guiding clients through processes and coordinating with advisers and back-office teams.

Responsibilities include handling inbound requests, onboarding new clients, preparing reports, and conducting 401k fund research.