Job Description

CLIENT SERVICE ASSOCIATE:

o   Mobile & Fairhope, AL

Are you ready to launch or continue to grow your career in the Financial Services Industry?

Do you have a passion for and providing a superior level of service to others and exceptional attention to detail?

We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management industry.

Our independent firm has been in the Investment, Insurance, and Financial Planning business for over 40 years. We value providing the highest level of service to our clients and building long term meaningful relationships with them. We view our clients are a part of our extended family and we are looking for someone who shares that same outlook to join our team.

MINIMUM QUALIFICATIONS:

o   Bachelor’s degree

o   2+ year of financial services experience or 3+ years of requisite experience (customer service preferred)

o   Proficiency with Microsoft Excel, Outlook, Word, PowerPoint

o   Fundamental understanding of Investment Industry, Securities, and Insurance

o   Professional Self-starter, Excellent Attention to detail, Excellent verbal & grammatical skills

WHAT WE PROVIDE:

Competitive pay, Health Insurance, 401k, and Profit Sharing, Paid Time Off

Friendly and energetic environment

Excellent work life balance

Long term Career with Opportunities for advancement through firm provided industry education

THE POSITION:

·        Assist with advisor needs through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, disability/life/long-term care insurance, and various other account maintenance topics required for the advisor to run their day-to-day business

·        Provide outstanding client service while demonstrating empathy and problem-solving skills

·        Practice active listening, and rapport building to gain a thorough understanding of client’s needs, while documenting conversations in our internal Client Relationship Management (CRM) platform, for a personalized approach to service

·        Anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring

·        Excellent relationship building skills with demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet

·        Ability to manage moderately complex work, be self-directed, and quickly develop a full understanding of our business and the wealth management industry

·        Strong interpersonal, verbal, and written communication skills

·        Team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics

·        Series 7 and 63 preferred but not required

·        Notary Public preferred but not required

Contact us: info@petersfinanical.us