FIG Talent Solutions ยท 20 hours ago
Client Services Associate
Wexford, PA
Full-time
Onsite
Entry Level
2+ years expFIG Talent Solutions is expanding its operations to better service its growing client base, and they are seeking a Client Services Associate in their Weford, PA office. The role involves supporting the Advisor by preparing client files with critical financial planning information and providing exceptional client care.
Financial Services
Hiring Manager
Lori Glaser Miller
Responsibilities
Prepare financial summaries, analysis, and plans for Clients
Prepare for upcoming client appointments
Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings
Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings
Follow-up on all action items in a timely and thorough manner
Research information as necessary on a case-by-case basis
Assist in maintaining files and incoming calls to ensure appropriate hand off
Maintain and update regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work
Support the Advisor in serving clients
Work with team on file prep, as necessary
Provide exceptional client care while receiving and responding to client requests
Open new client accounts, process account applications, and manage monetary transfers
Receive and respond to client service requests each day, and in a timely manner
Qualification
Required
Concentration in accounting, business, economics, or financial planning encouraged
Two years + of experience in the finance industry
Company
FIG Talent Solutions
FIG Talent Solutions provides experienced recruiting, performance management, and employee selection programs to the financial services community.
Founded in 2017Cornelius, North Carolina, US
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase