Continuum Advantage · 3 weeks ago
Client Service Associate - Bloomfield Hill, MI
Bloomfield Hills, MI
Full-time
Onsite
Senior Level
5+ years expContinuum Advantage LLC is a financial firm recognized as one of America’s Top 30 Wealth Advisors. They are seeking a Client Service Associate to provide exceptional client service and support to Financial Advisors, ensuring all client needs are addressed professionally and promptly.
Human Resources
Responsibilities
Ensuring client and perspective client needs are promptly and accurately addressed/answered with professionalism through telephone calls and/or e-mail
Providing positive and professional customer service by striving to exceed the client’s expectations on every interaction
Support the Managing Principal and Lead Relationship Manager with a variety of administrative tasks, including but not limited to preparing materials for client meetings
Create and maintain client files, prepare client forms and reports from rough draft and originating correspondence as requested
Create and close accounts
Add power of attorney and trading authority, as applicable
Link life insurance and annuity accounts
Complete client registrations
Qualification
Required
5 years minimum experience as a Client Service Associate required, with experience on a high-net-worth financial advisor team
Preferred
Bachelor's or Associate degree preferred
FINRA Series 7, 63, 65, or 66 preferred
Benefits
Medical, Dental, and Vision
401(k) safe harbor non-elective 3% contribution
Potential for performance-based annual bonus
Company
Continuum Advantage
Continuum Advantage is the Human Resources Services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase