We are seeking a
HYBRID Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at NLRIA.com
This position will be
hybrid. We will provide you with equipment to work from home but will expect you to work from the office 1-2 days/week depending on client meetings.
Compensation:- Salary range of $80K-100K, commensurate with relevant experience
- Great Work/Life Balance with a Monday-Friday Schedule
- Medical insurance - 50% of premium paid by the firm
- Dental and Vision insurance
- 401(k) with a 3% safe harbor match
- Generous PTO Policy & Paid Holidays - 20 PTO days in the first year
- Professional, Fun, Motivating Atmosphere
- Hybrid position
Responsibilities include:- Respond to client requests with timeliness and accuracy in mind
- Assist Advisors with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
- Become primary point person for AI integration and work directly with leadership on this ongoing effort
- Maintain and update client data in Salesforce
- Initiate, manage, and tweak workflows in Salesforce
- Data input into our financial planning software - eMoney - and preliminary analysis of financial plans
- Run reports and proposals in Orion
Requirements:- 3 years of financial services experience
- Adept and skilled with technology and 3rd party software. We are a paperless office
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
- Ability to work independently while prioritizing projects and managing your time - we do not micromanage
- Ability to learn and implement new technology and software quickly
- Ability to communicate well and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
- Experience with CRM Software / Database Experience is a plus but not required: Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, google office products.
The Process:Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.
