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Client Services and Operations Associate

F

FIG Talent Solutions

Client Services and Operations Associate

Charlotte, NC
Full Time
Paid
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  • Responsibilities

    Job Description

    YOUR ROLE:

    You will be responsible and accountable for the improvement and implementation of all retirement planning business operations/process related to: Client Relations, Marketing and Operations at the firm. As a direct point of contact for prospects and clients, you will also be responsible for the delivery of administrative tasks within the office.

    HOW YOU WILL MAKE AN IMPACT:

    • Schedule and manage all client meetings/appointments, Annual Planning Reviews, and correspondence, answering phones, greeting clients, entering and taking all applications·
    • Manage and execution of all workshop and client event planning
    • Coordinate office organizational tasks and functions such as file maintenance, electronic filing, supplies inventory management (office and seminar materials).
    • Accountable for assisting the proper execution of sales and marketing initiatives identified by the firm.
    • Assist with retirement planning operational projects initiated by the Principal and relevant to this function.
    • Manage all social media (Facebook, Linked In, and Twitter) as well all marketing initiatives concerning new business

    WHY YOU ARE THE RIGHT PERSON:

    • Highly professional, trustworthy dependable, exceptional verbal and written communication skills on phone and in-person , customer service and soft skills.
    • Meticulous attention to detail and accuracy, organization skills, and highly motivated
    • Proficient in Microsoft Office, Excel, Word, Outlook, as well as proficient in using and managing client database through the CRM
    • A positive attitude and willingness to be flexible in daily activities is a must.
    • 1+ years of experience in an administrative or client services function
    • 1+ years of experience working at a professional services business (accounting, legal, financial planning, etc.

    Company Description

    Financial Independence Group (FIG) is a national leader in the financial and insurance services industry. Established in 1976, we are one of the largest privately-owned companies in our industry classification (Independent Marketing Organizations - IMO). We provide insurance research and development along with marketing and branding solutions to independent financial professionals in all 50 states. With over 170 team members, our culture and motivation acutely focus on serving our clients better than our competition.