Job Description

We are looking for a collaborative Client Service Associate that can provide comprehensive support to a successful financial planning team located in Mishawaka, IN. A minimum of 2 years industry experience is a must. The ideal candidate will be interested and competent in gathering and analyzing client data, helping to prepare financial plans, and assisting in client transactions. You will also be requested to assist with general administrative and office tasks. The employer is a well-established financial planning practice located in Mishawaka, IN.

• The role is a full-time position (40 hrs. /week)
• This is not a sales position

RESPONSIBILITIES:

Provide general administrative duties to support all financial advisors and senior support staff including the following:

• Entering client data into various applications
• Assisting adviser in preparation or follow-up to client meetings
• Correspondence, via mail, phone, and email
• Helping to prepare financial plans
• Tracking and processing daily workflow
• Assisting with marketing to new prospects

REQUIRED QUALIFICATIONS:

• 4 year College Degree Required (Accounting, Finance, or Economics preferred)
• Must be detail oriented with strong math and analytical skills
• Must have experience working in a client service environment
• Able to manage multiple tasks and priorities effectively
• Experience in a financial planning or insurance business is preferred but not required
• Ability to function in fast-paced environment and maintain operational quality
• Proficient with Microsoft Office and internet savvy
• Able to maintain confidentiality. Demonstrated professionalism.
• Ability to operate under limited/minimal supervision.
• Series 7 and 66 preferred but not required

BENEFITS

• Room for Growth
• Safe Harbor 401K (3% match)
• Health insurance
• After 90 days paid vacation and sick time