C³ Wealth Management · 1 month ago
Client Service Associate
King of Prussia, PA
Full-time
Onsite
New Grad, Entry LevelC3 Wealth Management is a nationally recognized firm that provides comprehensive financial planning strategies to help clients achieve financial independence. The Client Service Associate will assist in maintaining an organized office, acting as a liaison between financial advisors and clients, and ensuring efficient communication and documentation processes.
Financial Services
Hiring Manager
Justin M. Holmes
Responsibilities
Document client case notes in CRM system, manage both hard copy and electronic client correspondence and maintain compliant client case files
Input data, print proposals and gather information at direction of financial advisor in preparation for client meetings
Contact clients to confirm receipt of forms or request return of completed forms
Maintain current client information in CRM database and electronic client files
Communicate with home office and outside companies as needed to supply or obtain information to process new business or service existing business
Prepare/print applications, new account paperwork, letters of instruction, etc. for client signature
Prepare insurance policies for client signature and delivery
Review insurance applications, conversions and policy changes for completeness and accuracy and return to advisor for any missing information
Arrange medical, paramedical and any exams necessary to fulfill insurance underwriting requirements
Provide current status and account values for non-securities related accounts
Contact clients regarding late payments
Monitor and expedite requirements needed in the underwriting process
Process incoming non-securities related insurance service requests from clients (process address changes, bank change information, loan requests and billing service inquiries)
Prepare account summaries for client review meeting
Receive and forward checks and related paperwork to the network office and home office operation areas
Provide account values and performance to clients at the direction of advisor
Initiate fund transfers, exchanges and redemption requests
Gather information for client meetings with clients/prospects (prospectuses, annual reports, Morningstar reports)
Enter client data into planning software
Qualification
Required
Experience in administrative support or customer service
Health and life licensed (or gain licensing within 6 months of employment)
Excellent oral and written communication skills
Familiarity with Microsoft applications and data entry and information retrieval software
Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
Strong attention to detail with the ability to work with a high degree of accuracy
Ability to work in a fast-paced environment
Ability to work both independently and on a team
Ability to maintain confidentiality
Continue insurance education through schools, academies, licenses, registrations and designations
Benefits
Competitive compensation
Employer retirement plan with matching contribution
Full benefits including medical, dental, vision, life and long-term disability insurance
Flexible scheduling with sick and vacation pay
Reimbursement for expenses related to industry licenses or professional accreditation programs
Company
C³ Wealth Management
C3's goal is to protect our client. Our curiosity leads us to better solutions, and drives our willingness to educate clients.
Founded in 2021
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase