JOIN OUR TEAM TODAY!
Join one of the QC’s top Financial Firms as a service associate! We were recognized in 2023 and 2024 as one of the Fastest Growing Companies by the QCBJ and are continuously nationally recognized as a top producer in the financial service industry. We specialize in providing comprehensive financial and wealth management services, focusing on retirement planning and tax efficiency for individuals nearing or in retirement.
YOUR ROLE:
As part of the Client Services Function, you will assist with the operations associated to client account requests, business processing and monetary transfers, policy deliveries, and customer service.
HOW YOU WILL MAKE AN IMPACT:

• Partner with clients to provide service requests on accounts (account withdrawals, RMDs, beneficiary changes, address changes, etc)
• Provide detailed answers regarding client files, case updates, and applications
• Provide customer service for incoming queries
• Manage monetary transfers and transactions
• Collaborate with the advisor team on new business and service paperwork
• Document and update client accounts
• Develop and maintain a knowledge base of products offered by the firm

• 2 years of experience in a Client Services role within a financial services practice or in an application processing position- preferred not required
• Strong attention to detail
• Proficiency in Microsoft Office Suite and experience with client management software

• Salary Range $50,000 - $65,000
• Competitive bonuses
• 3% safe-harbor 401(k) employer contribution
• Single Health and Dental insurance (fully paid by company)
• Generous PTO Program- 3 weeks after the first year
• Optional Aflac supplemental insurance plans available at a reduced cost