We are seeking a dedicated and enthusiastic Client Service Associate to join our team. This role is essential in providing exceptional support to our clients and ensuring their needs are met with professionalism and care. The ideal candidate will possess strong communication skills, a positive attitude, and the ability to handle various customer inquiries efficiently. We are seeking an individual that desires personal and professional growth in the wealth management industry with the opportunity for advancement and industry licensing.
Education, Experience and Qualifications
High school diploma required
Bachelor’s degree or 2 years relevant financial services experience
Wealth management experience a plus
Willingness to obtain FPQP, Securities Industry Essentials, Series 7, Series 66, Insurance Licenses
Ability to pass a background check and fingerprinting
Skills and Knowledge
Strong PC proficiency with MS Office Suite
Ability to quickly learn CRM, Financial Planning, and other software programs
Experience with eMoney a plus
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Strong verbal and written communication skills are essential to effective client relationships
Highly organized with strong analytical skills
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Commitment to exceeding client expectations
Ability to self-start, take initiative, and be proactive
Flexibility and openness to step in and do whatever is needed to support the team
Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team
Ability to take constructive criticism professionally and with an open-mind
Benefits
PTO and Sick Time
Paid Holidays
Matching 401k
Health Reimbursement Arrangement
Paid Training and Licensing
Performance Bonuses
If you are passionate about helping others and thrive in a fast-paced environment, we invite you to apply for this rewarding opportunity as a Client Service Associate.
Wages are based on job related knowledge, education, and industry experience. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other benefit programs.
Element Wealth Planning is a full-service Fiduciary Financial Planning and Wealth Management firm located in Georgetown, DE. Just as every individual is unique, so is every financial plan. Each person, couple, or entity, may have unique goals and aspirations, along with financial resources. Our goal is to create a comprehensive strategy that gives our clients the highest probability of success in achieving their long-term and short-term goals. This means that we will analyze all of our client's different components to make sure that each area of focus is addressed and creates cohesion to work towards their aspirations.
Job Type: Full-time