Insurance and Investment Associate jobs in United States
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Harrison Financial Services ยท 1 month ago

Insurance and Investment Associate

positionOmaha, NE
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$59K/yr - $71K/yr

Harrison Financial Services is a private wealth management services firm seeking a detail-oriented and proactive Investment and Insurance Associate. The role involves maintaining CRM integrity, managing client information, preparing files and documentation, and supporting client-facing teams.

Financial ServicesProfessional ServicesRisk ManagementWealth Management

Responsibilities

Ensure the accuracy and completeness of client data within the CRM system
Regularly audit and update client records to reflect current information
Assist in the management of client accounts, including monitoring changes and updates as required
Collaborate with financial advisors to ensure all account details are accurately documented
Maintain confidentiality and security of client data in compliance with industry regulations
Distribute meeting notes to relevant team members and follow up on outstanding tasks
Maintain CE licensing, credentials, and designation records for advisors

Qualification

CRM software proficiencyFinancial productsInvestment strategies knowledgeMicrosoft Office SuiteData analysisProfessional demeanorInterpersonal skillsCommunication skillsProblem-solving skillsOrganizational skills

Required

Proficiency in CRM software and Microsoft Office Suite
Proven experience is servicing clients in a similar role
Knowledge of financial products, investment strategies, and industry regulations
Strong interpersonal and communication skills
Excellent problem-solving skills, with a focus on delivering exceptional client service
Ability to analyze data, identify trends, and make data-driven decisions
Ability to work independently, manage multiple priorities, and meet deadlines
Strong attention to detail and organizational skills
Professional demeanor and positive attitude

Company

Harrison Financial Services

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Harrison Financial Services provides risk management solutions, investment strategies, retirement planning, business planning, and more.
dateFounded in 1994
location
Omaha, Nebraska, USA
people-size11-50 employees
web-link
https://hfs.nm.com

Funding

Current Stage
Early Stage

Leadership Team

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Brett Carson, CFA
Chief Investment Officer
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Company data provided by crunchbase