Client Service Associate

Responsibilities / Duties / Functions / Tasks

• Build and maintain professional relationships with Clients by assisting them and answering account questions.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communication with clients about needed items.
• Maintain confidentiality and strong personal ethics in accordance with FWG 's Code of Conduct.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Educate clients on account services, status of accounts and capabilities
• Collect the right documentation for opening accounts and service requests.
• Document all client interactions in Client Relationship Manager (SalesForce)
• Create and Maintain digital client folders with policy documents, paperwork, correspondence, etc.
• Proactively track and troubleshoot paperwork / application submissions to their full completion
• Consult and inform advisor on client interactions requiring their involvement.
• Other duties as assigned

Qualifications

• A genuine interest in the workings of the financial industry.
• An excellent written & verbal communicator (including digital correspondence), with solid interpersonal skills.
• Capable of utilizing advanced technology and managing multiple systems simultaneously
• Establishing long-lasting relationships with clients and colleagues (requires the use of efficient communication techniques.)
• Detail oriented (nothing gets past you)
• Displaying proficiency to handle numerous situations, acknowledging the emotions involved, and successfully resolving them by working towards a mutually beneficial resolution.
• Intensity for continuous learning and perseverance in comprehending and utilizing innovative ideas, swiftly learning and memorizing information for the purpose of informed decision-making.
• Proficient in Microsoft Office Suite
• The aptitude acquired through our paid development program will ensure that you are equipped to interact flawlessly with customers while passing the Health & Life and Series 65 exams.

• Please note that only qualified candidates will be contacted for further consideration.
• This Role requires an assessment

Job Type: Full-time

Pay: $42,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) 4% Match
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Quarterly bonus

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Lexington, KY 40509: Relocate before starting work (Required)

Work Location: In person