Client Service Associate
Our client, a wealth management practice in Fairfield County is hiring a Client Service Associate to work closely with the Senior Advisors and their clients. The right candidate should have an interest in the financial planning profession, high detail orientation and exceptional organizational skills.
Main Responsibilities (but not limited to):
Client Onboarding & Client Service
- Assist clients with a first-class onboarding experience:
- Assisting with insurance applications and underwriting
- Process client service request (e.g. address changes, beneficiary changes etc.)
- Follows-up to ensure all client service is completed and tasks are reviewed
- Maintain client status reports
- Serve as a liaison between the clients and the insuring company
- Coordinate client information in the CRM system
- Assisting with bill and loan payments
Client Case Preparation
- Create insurance illustrations and proposals
- Create investment proposals as instructed by Senior Advisors
- Financial plan software work and creating financial plans
Other:
- Triage emails and manage the inbox
- Manage Advisor’s calendar
- Manage the CRM system
- Set and confirm client appointments
- Manage social media accounts
- Ad hoc projects and other operational work
Qualifications:
- Experience as an administrative professional or client service associate
- Life and Health Insurance license (or must obtain in first 180 days)
Location: Hybrid- 3 days in Westport office
Salary: $55,000 to $65,000 depending on experience.
