Investment Client Service Associate
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Wolff Financial Group is a third generation, family-owned financial planning and insurance practice, specializing in risk management and wealth management for individuals and businesses. With a strong commitment to having trusted advisor-client relationships, we help our clients achieve their financial goals and objectives. Be a part of a dedicated team that values collaboration, integrity, and a client-centered approach.
We are seeking a highly motivated and detail-oriented individual to support two active Financial Advisors. In this role, you will be instrumental in providing top-tier service to our high-end clientele. Elevate your career in a fast paced, community-oriented environment while assisting in client engagement. This is a full-time position at 40 hours per week where the hours fall during normal business hours of 8:00AM – 5:00PM (including a 1-hour lunch).
Responsibilities
- Provide service to individual and corporate clients by phone, in person or virtual interactions
- Assist in preparing, processing and tracking investment applications, transactions and account updates
- Create files and input client data into our client management systems
Qualifications
- Professionalism, personable, problem solver, attention to details
- Proficient in Excel, Word, Outlook
- Organized and able to work both independently and in a team environment
- Able to communicate with clients and financial institutions by phone
Benefits
· Paid time off and paid volunteer time
· 401(k) with an employer match and yearly bonuses with potential profit sharing
· Medical, dental, vision and disability insurance
· Career growth and development opportunities
· Onsite gym
Apply on Indeed at: https://www.indeed.com/job/investment-client-service-associate-402b1b089bcf673d
