Flynn Financial Partners is a boutique, fast-paced, fast-growing independent investment firm specializing in institutional asset management and retirement plan consulting services. Headquartered in New Rochelle, New York, we serve public agencies and institutions in addition to private wealth clients. Founded in 1997, we are committed to providing unbiased investment advice in order to help our clients make informed decisions to meet and exceed their financial goals.

We are seeking a dedicated and enthusiastic Client Service & Support Associate to join our team. The ideal candidate will be responsible for providing exceptional customer service, resolving customer inquiries, and ensuring a positive experience for all customers. This role requires excellent communication skills, a problem-solving mindset, and the ability to work in a fast-paced environment.

Key Responsibilities

Customer Support: Respond to client inquiries via phone and email in a timely and professional manner.
Issue Resolution: Identify and resolve client issues efficiently, ensuring client satisfaction.
Product Knowledge: Maintain a thorough understanding of our service model to provide accurate information to clients.
Documentation: Record and document client interactions and issues in the CRM system.
Feedback: Gather client feedback and provide insights to improve our services.
Team Collaboration: Work closely with other team members to ensure seamless client service and support.

Qualifications

Education: High school diploma or equivalent; college degree preferred.
Experience: Previous experience in customer service or a related financial field is preferred.

Skills:

Excellent verbal and written communication skills.
Strong problem-solving abilities.
Ability to multitask and manage time effectively
Proficiency in using CRM software and other customer service tools.
Ability to work independently and as part of a team.
Software knowledge should include proficiency with Microsoft office products (Word, Excel, Outlook, PowerPoint, etc.)
Series 7 and 66 preferred but not required. Must be willing to obtain same (at employer expense) over 6-month period.

We offer a strong compensation package for these associate-level team members with significant potential to grow in both position and compensation. Our benefits package is extremely competitive including, health, dental, life, disability and vision insurance; 401K with match, paid time-off and professional education/certification reimbursement to grow in your career and with us.

Please direct your letter and resume (via email) expressing interesting in the position to:

Mark Libersher, Senior Partner

mark@f2partners.com

Flynn Financial Partners LTD, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex orientation or any other basis prohibited by applicable law. Flynn Financial takes affirmative action to employ and advance in employment qualified women, minorities and covered veterans. Flynn Financial also makes reasonable accommodations for qualified individuals with disabilities in accordance with Americans with Disabilities Act and applicable state laws.

Flynn Financial Partners, Ltd. jobs

Client Service & Support Associate