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World Insurance Associates LLC · 3 hours ago

Customer Support Account Manager

Barrington, IL

Full-time

Onsite

Entry Level

2+ years exp

World Insurance Associates LLC is a nationally recognized financial services firm dedicated to providing premier independent retirement plan and investment advisory services. The Account Manager will focus on client communication, preparation, and administrative tasks to support clients and advisors effectively.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Greet clients and guests in a professional, friendly and hospitable manner

Answer telephones and direct callers to appropriate member of the firm

Respond to client emails in a professional manner

Attend client meetings in a technical, supporting, and learning role

Client relationship development, including ongoing and regular client contact and communications

Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context

Assist advisors and clients in completing application, enrollment and other forms as needed

Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification

Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments

Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM

Prepare and mail forms and applications to clients as needed

Forward investment checks and enrollment/application forms to necessary broker

Daily Downloads (Pershing, DST Fan Mail)

Review alerts from custodians

May buy and sell investments for clients at the advisor’s discretion

Maintain electronic filing system, clear folders at the COB each day

Administer and coordinate client billing process

Consistently review accounts for compliance requirements

Schedule client meetings with appropriate advisor

Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex)

Scanning, filing, faxing and collating

Place appropriate postage on outgoing mail and send via appropriate boxes

Open and close the office (locking doors, turning off lights)

Maintain kitchen area, stock refreshments and refrigerator

Attend team meetings, Investment Committee Meetings and other meetings as necessary

In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees

Complete special projects as needed

Qualification

Client relationship developmentData analysisCRM managementMS Office SuiteVerbal communicationWritten communicationInterpersonal skillsOrganizational skillsLeadership skillsTime management

Required

Self-confidence, personal integrity and an understanding of fiduciary responsibility

A team player, with strong leadership skills and ability to multi-task and manage time effectively

Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes

2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience

Ability to work independently on assigned tasks as well as to accept direction on given assignments

Excellent verbal and written communication skills, and exceptional interpersonal communication skills

Sound organizational skills and strong personal computer skills (MS Office Suite)

Benefits

401(k) with Employer Match

Health Insurance (with HSA option)

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off Policy

Flexible Spending Account (FSA)

Healthy Work/Life Balance

Maternity/Paternity Leave Policy

Company

World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Founded in 2012

Monmouth Beach, New Jersey, USA

1001-5000 employees