Flagship Financial LLC ยท 1 day ago
Client Service / Operations Associate
Pottstown, PA
Full-time
Hybrid
Entry Level
2+ years expFlagship Financial is an established wealth management firm, and they are seeking a Client Service/Operations Associate to assist in managing client relationships. The role involves working closely with advisors, managing client interactions, and performing various administrative tasks to support the firm's operations.
Financial Services
Hiring Manager
Larry Fiorini
Responsibilities
Assist with specific client needs including scheduling appointments, answering phone calls and responding to emails, as needed
Attend client meetings and take notes on discussion points and follow-up
Following any client meetings, preparing paperwork as recommended by advisor
Manage follow-up on submitted items, including new accounts/policies, maintenance requests to confirm completion and accuracy
Maintain compliance logs and records
Perform other duties as assigned based on needs of the business
Qualification
Required
Minimum of 2 years Operations experience, or similar employment history
Proficiency with all Microsoft Office Suite & Adobe products
Excellent verbal, written, presentation, and interpersonal communication skills
Superior relationship management skills
A genuine interest in serving and caring for clients
Positive & upbeat attitude, especially for client-facing interactions
Excellent organizational and time management skills with a high attention to detail
Solution-oriented, success-driven mindset
Benefits
Paid Time Off( depends on status as part time or full time)
Health Insurance ( ( depends on status as part time or full time)
Group Term Life/Disability Insurance
Group Retirement Savings Plan with Company Match
Company
Flagship Financial LLC
At Flagship Financial, we pride ourselves on providing a personalized, tailored financial plan for every client - one that fits your unique needs, goals and financial concerns.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase