Job description
“It’s about the people who depend on us.”
We are a rapidly growing financial services firm. We are responsible for the financial future of whole families, and we are looking for someone to help us help those who depend on us.
Who We Are
Everything we do flows from the idea that we are in business to help provide a secure financial future for the families who depend on us. We work with our clients to help them understand their financial options and opportunities. This includes strategies to save on taxes, increase wealth, manage risk, exit their business, and leave a legacy to the next generation.
We prioritize our business decisions to benefit each individual client, and we always try to do the right thing for their individual situation. Operating through that lens helps us make the best decisions, and as a result, we have a higher probability of our own success as well.
To that end, we are looking for an Client Services Associate to join our team who can provide an excellent level of support for our clients while providing that critical infrastructure for this process.
Culture
As a part of the WealthCare team, you will have the opportunity to work in an environment that is supportive, gracious, always willing to help, and gets the job done right. We enjoy a morning huddle each day to align our goals, hear from each other about life and work, and encourage one another.
We know the importance of work-life balance and want to ensure that all members of our team know that we care about them as a person, want to support them in all aspects of their life, and strive to help them better themselves at work and at home.
Who You Are
You thrive in a high-energy office environment. You are outgoing and enjoy client interaction, and you find satisfaction in helping people. You enjoy resolving client concerns and you ask questions to help dig into the heart of problems.
You are a problem solver with a high work ethic, and you have a good understanding of technology. You are punctual, organized, and self-motivated. You are also detail-oriented and checklist-driven.
You will receive a salary that matches the benefits you bring, plus there is a bonus structure in place for production milestones, and we have plenty of room to grow. We will provide training for the role and your specific duties. Once you pass your 90-day introductory period, you will be eligible for benefits, including health insurance, a retirement plan with matching contributions, and flexible PTO. Plus, we are closed from Christmas through New Year’s Day.
The Role
The role of our Client Services Associate is to efficiently complete forms accurately to open new accounts. Your positive attitude will enhance our client experience, while your organizational aptitude will support the administrative and operational functions of the Financial Advisors. Our ideal candidate works well as part of a team and does not get ruffled by high-pressure deadlines.
Key Responsibilities
- Open new accounts with clients and then process the paperwork through to 100% completion
- Work effectively via email and phone with back-office agencies and companies to transfer accounts in, keeping detailed records to report progress during weekly team meetings
- Data entry, including entering meeting notes and ensuring client and prospect data is kept current within the CRM
- Administrative support that includes, but is not limited to, answering phones, responding to incoming emails, and meeting with clients and prospects
Required Skills and Qualifications:
- Strong working knowledge of Microsoft Office suite of programs
- Excellent organizational and multitasking skills
- Attention to detail and ability to independently solve problems
- Familiarity with customer relationship management (CRM) software programs
- Ability to explain complex concepts in a clear, simple manner to clients
- Excellent organizational and multitasking skills
- Ability to maintain a calm and polite manner even when clients are stressed
- Willingness to cooperate with clients and management to resolve any issues that may arise
Job Type: Full-Time
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Professional development assistance
Experience level:
- 2 years
Shift:
- 8-hour shift
Weekly day range:
- Monday to Friday
Work setting:
- In person
- Office
Experience:
- Detailed Paperwork/Accounts Opening: 2 years (Required)
Please submit your resume to PriorityCare@WealthCareCorp.com.
Thank you for your interest in WealthCare!