Client Service Associate / Quad Cities IL, IA
Company: Duncan Financial Group
Location: Moline
Posted on: May 26, 2023
Job Description:
POSITION SUMMARY: Client Service Associate (CSA) -The CSA
performs administrative and back-office support activities for
firm. Attentively handles important tasks such as managing new
client account set-up and rollovers, communicating with clients and
appointment scheduling, paperwork processing, office obligations,
and fielding telephone calls and emails. - Extensive computer and
software skills are required. - The CSA will assist with
advertising and marketing efforts of the firm, client and prospect
communication campaigns, social media, and client related events.
Will make phone calls daily in outreach campaigns and take pride in
understanding clients' needs and exceeding their expectations. -
Must effectively multi-task job duties and organize firm
obligations and events to help make the office operate in a smooth
and efficient manner. -The Retirement Plan Team is a specialized
Financial Services firm, providing Retirement Plan Fiduciary
Services to Employers and Employees. - -Please find more about us
per our website: - - We are are looking for the ideal teammate who
is:
Organized and helpful.Wants a
long-term employment opportunity - can see themselves working in
this role or evolving role with Retirement Plan Team, Inc. for a
minimal of 3 years.Enjoys the flexibility of working from the
office and at home, and can have a dedicated workspace at home that
allows professionalism and the ability to conduct many, many, many
virtual meetings!Wants to learn about the Financial Services
business and able to dedicate time each week for training and
learning.Can work a structured week or communicate in advance of
the schedule that will be worked when life happens and gets in the
way.Help Advisor run and manage the "ideal week." - Assist with
Advisor schedule blocking out time for everything including
personal, professional, busy time, etc. - Increase our Revenue by
keeping Advisors busy by meeting with clients and prospects.Do the
paperwork. - Lead the initiative to move to a paperless
environment- so there is no paperwork, literally.Can communicate to
our customers in a friendly and service-oriented approach and wants
to help clients and people retire financially well.Help us build
the Retirement Plan Team brand and share our vision and mission
statements to clients and prospects. Manage marketing initiatives
and campaigns. - Enjoys calling clients and prospects to check-in
and say hi, schedule meetings, on birthdays, for updates,
etc.KNOWLEDGE, SKILLS & ABILITIES
Technical Capacity
Detail-OrientedDeadline-OrientedEthical ConductCommunication
Proficiency Personal Effectiveness/CredibilityDesire to learn about
the Financial Services IndustryMastery of independent learning and
testingJOB DESCRIPTION AND GOALS
Provide account information to
clients and financial advisers.Process paperwork and submit
electronically to broker/dealer.Provide superior customer service
and ensure that all service requests are handled in a timely and
accurate manner.Prepare reports, marketing materials, and paperwork
for client meetings.Manage calendars and scheduling.Complete calls
to clients and prospects to schedule meetings.Coordinate marketing
events such as seminars and vendor meetings.Other job duties as
assigned,SPECIFIC EDUCATION OR EXPERIENCE
Life Insurance Licensing and/or FINRA
Series 7, 6, 63, 66 and/or 65 is recommended for
advancement.PHYSICAL DEMANDS, REQUIREMENTS AND WORK ENVIRONMENT
This role is a mixture of working at
the office and -work-from-home. - Infrequent travel in the local
area is required. - The CSA is responsible to independently obtain
the necessary equipment and services to perform this role. - This
includes a quiet and dedicated professional work area at home. -
Frequently sit, stand, and walk.Regularly required to talk or
listen.Frequently required to use hands or fingers to handle or
feel objects, tools, or controls.Occasionally required to climb or
balance, stoop, kneel, crouch or crawl. Occasionally lift and/or
move up to 25 pounds.Vision abilities to include close vision,
distance vision, peripheral vision and the ability to adjust
focus.Powered by JazzHR
Keywords: Duncan Financial Group, Moline , Client Service Associate / Quad Cities IL, IA, Other , Moline, Illinois
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