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Client Service Associate

A

Addessi Financial Partners

Client Service Associate

Lutz, FL
Full Time
Paid
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  • Responsibilities

    Job Description

    ABOUT THE POSITION

    Do you have a moderate level of experience assisting Financial Planners and Financial Advisors with client service needs, but are tired of sitting in a stuffy office and rarely using your creativity to its fullest? If this sounds like you, then consider joining the Addessi Financial Partners Team. This role is a client support position, where you will regularly engage with Financial Planners, Financial Advisors, around their clients’ financial plans, goals, and taxes. Our office is a warm family type environment where we strongly encourage creativity, self-motivation, integrity, community, and most of all a passion for helping our clients. As a Client Service Associate you would be responsible for partnering with the Financial Advisors and Financial Planners to review and assess a holistic view of the clients’ finances and estate planning needs. This position has incredible potential to promote based on your incoming level of experience.

     

    JOB FUNCTION / SUMMARY

    This position provides administrative and technical support to the Firm’s Financial Planners and Financial Advisors, including all aspects of client management, onboarding, and service. Additionally, the position is a client facing role providing client service and sales support to the Financial Planning and Advisory teams. The career path for this role has incredible growth potential. Promotion within the firm will be dependent on attained certifications, licenses, industry experience, and proven leadership roles both in and outside of the financial planning industry.

     

    EDUCATION / EXPERIENCE

    • Bachelor’s Degree in Business or Finance related field is required.
    • Florida Insurance licensed in Life, Health and Variable Annuity is desired.
    • FINRA Series 7, 24, 63, and Series 65 or 66 securities registrations is strongly desired.
    • Excellent knowledge and communication of financial planning concepts and terminology.
    • Minimum of 3 – 5 years industry experience working in small/mid-size wealth management firms.
    • Proficient in Microsoft Office: Word, PowerPoint, Outlook, and exceptional knowledge in Excel.

     

    PROFESSIONAL DEVELOPMENT & INDUSTRY KNOWLEDGE

    • Commits to the ongoing growth of all skill sets and competencies needed to serve our clients, the Firm and their own individual success.
    • Knowledgeable about the financial services and wealth management industry.
    • Represents the Firm’s strategic brand and the team service concept.
    • Exhibits an entrepreneurial mindset and understands that client service and the ability to contribute to the Firm’s growth sometimes extends outside of the 9 to 5 standard workweek.

     

    PRINCIPAL ACCOUNTABILITIES / RESPONSIBILITIES

    • Anticipates the needs of the Advisory and Planner teams and handles them proactively.
    • Analyzes client situations, reviews and updates income and assets as related to their financial situation.
    • Conducts monthly/quarterly/ad hoc client reporting for representative's meetings with clients.
    • Places investment trades at Wealth Manager’s direction, as licensed.
    • Documents client concerns, financial constraints, goals and organizes data.
    • Identifies problem areas and summarizes items for wealth advisor reviews
    • Follows up on action steps resulting from prospect and client meetings (e.g., completes paperwork for investment and insurance products); provides ongoing support and service to the Financial Advisors and Planners as appropriate.
    • Develops and sustains relationships with other COI professionals and strategic alliances.
    • Coordinates workflow of principal advisor to maintain overall forward direction of firm and is proactive in keeping the team aware of incomplete or unresolved tasks.

     

    CORE CHARACTERISTICS

    • Strong professional verbal, written, and interpersonal skills.
    • Enjoys interacting with people face-to-face and over the phone. This is a client facing position.
    • Must be able to present and meet with clients as part of the Wealth Management Team.
    • Consultative personality is a must.
    • Works collegially and productively with clients, peers, and other team members.
    • Ability to work independently, exercise creativity, attentive to detail and organized.
    • Ability to prioritize personal workflow using time management skills in order to meet deadlines.
    • Understands the importance of professional, appropriate attire.

     

    PICTURE YOURSELF AT AFP

    Imagine yourself partnering with like minded professionals who share an entrepreneurial spirit and a drive to succeed with helping our clients live their best lives. We are committed to providing a positive and supportive environment where people can not just succeed, but thrive both personally and professionally. Every team member plays a vital role in both our clients and our company’s success. Together the possibilities are limitless.

     

    ABOUT ADDESSI FINANCIAL PARTNERS

    Addessi Financial Partners has been providing full service financial, estate, investment, and tax services in the greater Tampa Bay area for nearly 40 years. We are among the top 1% of Advisory firms within the Commonwealth Financial Network, and we have consistently achieved a 15 – 20% year over year client growth.