We are working with a leading financial planning firm in the Washington DC metro area that is looking for a Client Service Associate. This person will help facilitate and accelerate the growth of the team that has been recognized by Forbes as a Best-In-State top financial security group.

Responsibilities

Corresponding with clients to handle insurance and advisory-related service needs
Working directly with the Asset Movement, Underwriting, New Business, Policyowner
Service, and Compliance departments at the parent company office to ensure smooth on-boarding.
Using the team’s Client Relationship Management (CRM) software to adequately
manage both financial planning and relationship-building priorities
Preparing reports (using software such as Envestnet, Morningstar, and other company specific software) for the team to help craft financial planning analysis for clients
Providing insight to team’s Marketing Director about relevant topics concerning clients.

Qualifications

1-3 years of client on-boarding or customer service experience.
Life and Health and Series 7 preferred but not required (must obtain within 6 months).
Outstanding candidates will arrive at the interview with a schedule to earn the CFP® designation within 3 years of joining the team.
Ability to embrace change and work in a fast-paced environment.
Able to work both independently and on a team.
Ability to maintain confidentiality.

Compensation

$60,000-120,000 dependent on experience and licensing.