At Kingsguard Capital we believe that retirement should be a crowning achievement. We strive for our clients to live with confidence in their retirement planning by helping them protect and grow their assets. We are a true family business that is rapidly growing in our activity and client base. If you are attracted to fast-paced environments with varied responsibilities then you found the place. Come learn, grow, and prosper with us. We are searching for a dynamic candidate to perform industry-specific tasks, such as application submission and account transfer follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications. Responsibilities: • Complete & process new business applications • Receive incoming client service calls in a friendly, warm manner • Process & follow up on client service requests • Update & review database/CRM to reflect account status regarding new business and/or service • Maintain an organized, compliant, and efficient filing system • Follow up on pending business and contact individual clients with updates • Assist Advisors with pre-appointment requirements • Gather account values and complete client review summary for upcoming appointments • Prepare & manage a weekly report on new business submitted, new business issued, and servicing requests • Assist Advisors with educational workshops & client events as needed Qualifications: • 2+ years of experience in client services or new business development • Strong communication skills, both verbal and written • Ability to build and maintain client relationships • Proficient in CRM software and Microsoft Office suite • Detail-oriented and able to manage multiple tasks simultaneously Compensation: $45,000 - $55,000 DOE

• Complete & process new business applications • Receive incoming client service calls in a friendly, warm manner • Process & follow up on client service requests • Update & review database/CRM to reflect account status regarding new business and/or service • Maintain an organized, compliant, and efficient filing system • Follow up on pending business and contact individual clients with updates • Assist Advisors with pre-appointment requirements • Gather account values and complete client review summary for upcoming appointments • Prepare & manage a weekly report on new business submitted, new business issued, and servicing requests • Assist Advisors with educational workshops & client events as needed