Key skills
SalesforceCRMCommunication
About this role
Role Overview
- Build and maintain client relationships aimed at client retention
- Manage new client implementation process
- Coordinate and direct client activities with other team members
- Maintain client paper files and electronic data files in a timely manner
- Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
- Responsible for the day-to-day administrative duties of the office
- Understand the client’s overall business needs
- Review activities within the job scope for sufficient controls to prevent errors
- Attend and participate in learning opportunities
- Perform other duties as assigned
Requirements
- High school diploma required; bachelor’s degree preferred
- Financial services experience or applicable internship experience
- Wealth management experience a plus
- Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
- Experience with eMoney a plus
- Strong verbal and written communication skills are essential to effective client relationships
- Highly organized with strong analytical skills
- Able to work in a team environment
Benefits
- Health insurance
- Retirement plans
- Professional development
- Bonuses
- Work-life balance