Role OverviewThe Client Service Associate will provide executive-level administrative support to several Financial Advisors and offer concierge-level service to AFG clients. This role will be part of an experienced team that consistently exceeds client expectations. The position will have a hybrid schedule, with more time spent in the office during the orientation and training period.
What You Will Do
The Client Service Associate will develop sound client relationships, perform transactional activities, support financial advisors, and maintain CRM databases. They will also utilize eMoney financial planning software and assist clients with online access to their client portal.
Why It Might Be a Fit
To be a great match, you should have exceptional customer service skills, financial services industry experience, and a strong attention to detail. You should also be self-motivated and able to work effectively as part of a team.
Requirements
- Exceptional customer service skills
- Financial services industry experience
- Bachelor's Degree in business or related field (or associate degree combined with related experience)
- Advanced user of Microsoft Word, Excel, and Outlook
- Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign
- Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification
Benefits
- Comprehensive benefits package
- Generous paid time off program
- Best-in-class 401K plan
- Wellness program
- Easily accessible office with free parking
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