The Client Service Associate will be point of contact with client for service requests as it relates to life insurance/annuities and investment accounts. Scheduling of client meetings for Financial Advisor(s). Processing New Business paperwork for prospective clients as necessary.
Assist financial advisor(s) in tracking, documenting and maintaining records of client transactions. Communicate with clients and business associates via phone, email and correspondence.
Responsibilities may change over time to meet the needs of the firm and can include other duties as assigned.
- Proficient with Microsoft Office, primarily Word, Excel, and Outlook.
- Outgoing and positive personality
- Great customer service skills
- Client first mentality
- Comfortable and confident on the phone
- Maintain a professional appearance appropriate for a financial services office
- Demonstrate a positive attitude and sincere willingness to learn and develop new skills.
The ideal candidate is an energetic self-starter with great customer service skills.
Requirements:
- Strong data entry skills with a high level of accuracy and attention to detail
- Excellent organizational skills with the ability to prioritize tasks and manage multiple projects simultaneously
- Proficient in order entry systems and processes
- Exceptional proofreading skills to ensure error-free documents
- Experience in project coordination or management is a plus
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Responsibilities may change over time to meet the needs of the firm and can include other duties as assigned.
Job Type: Full-time
Pay: $35,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Weekly schedule:
Work setting:
Education:
Ability to Relocate:
- Chattanooga, TN 37402: Relocate before starting work (Required)
Work Location: In person