Client Service Associate
Streamline Financial Services, United States
Job Description
We are looking for a Client Service Specialist who would like to be an integral part of our operations team and make an impact on the lives of the clients they serve.
Streamline has been operating for 22 years and we currently manage over $200MM of clients assets. We are a team of 1 Client Service Associate, 1 Administrative Assistant and 4 Financial Planners.
Our mission is to remove the worry that comes with money and investing. We do this through wise planning principles and incorporating both the emotional and spiritual part of our client's lives when planning for their future.
The Client Service Specialist will work closely with the advisors, and operations team.
If you think that you’d like to be a part of a close-knit team to make things better both in the office and in the lives of our clients then.
Apply at the bottom of this page.
What you will be doing:
- Meeting Prep and Post Meeting Follow Up- 40%
- Preparing for meetings and completing post-meeting tasks.
- Scheduling- 20%
- Managing the calendar and scheduling for 4 advisors.
- Client Communication
- Paperwork amp; Forms 20%
- Prepare and process account-related paperwork and client accounts
- Address and bene audits
- CRM mgmt
- Interface with client third party administrators, custodians, and broker-dealers
- Compliance-10%
- Licensing amp; CE
- Assist other team members- 10%
- Phones help when needed
- Planning Software Management
Requirements
We hope all of these describe you
- Teammate: You desire to serve others
- Communicator: You explain things in an easy to understand way
- Utility Player: You're adaptable to changing roles and responsibilities
- Continual Improvement: You look to make things better
- Owner Mentality: You have an ability to identify, own, and solve problems
- Detalied: You can spot the typo when no one else sees it
Bonus Points
- Industry Experience
- Can create an efficient process that can be easily followed by others
- Experience with: Apple Products, Google Apps, CRMs, Evernote, Orion, eMoney, and RingCentral.
Benefits
- A kitchen stocked with food and drinks
- 401(k) and company match
- Bonus Opportunity
- PTO (personal time off) starting at 2 weeks plus major holidays
- MacBook computer for work use
- Work with like-minded Christian business people who want to put God at the center of all they do.