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Center for Financial Planning, Inc.® · 2 days ago

Client Service Associate

Southfield, MI

Full-time

Onsite

Entry Level

2+ years exp

Center for Financial Planning, Inc.® is a Registered Investment Advisor that focuses on comprehensive financial planning. They are seeking an experienced Client Service Associate to support their wealth management team by collaborating with financial planners and providing exceptional service to clients.

Financial Services

Responsibilities

Support team initiatives and understand and support the firm and department’s vision, mission, and strategy

Collaborate with financial planners of The Center to assist in the development of financial plans and periodic reviews for clients including, but not limited to, retirement analysis, tax planning, education expense analysis, estate planning, insurance assessment, and investment management

Front-line exposure with client communication

Provide exceptional service for client needs including account maintenance, money movement, relationship support, etc., commensurate with at least two years of experience

Coordinate and proactively follow up with clients’ other financial professionals, when necessary

Work with lead financial planners to successfully onboard new clients

Proactively seek ways to surprise and delight clients with WOW moments

Assist in department projects and with the creation of efficient processes and procedures

Qualification

Client Service ExperienceFinancial Planning KnowledgeSecurities LicenseInterpersonal SkillsTime ManagementOrganizational Skills

Required

Minimum of 2 years in same or similar Client Service role within a financial planning or investment environment

Strong service mindset and drive to go above and beyond to provide the best possible client experience

Desire to be part of a team, well-developed interpersonal skills, and ability to collaborate effectively with individuals of varied backgrounds and working styles

Intellectual curiosity and talent to think independently and creatively to solve problems

Effective time management skills and ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines

Process-oriented, exceptional organization skills, and dedication to exceeding quality standards

Excellent written and verbal communication skills

Preferred

Bachelor's degree preferred

While not required for consideration, Series 7, 63, or 66 or other securities license or willingness to complete as a part of professional development plan