Client Service Associate
Serve external clients in meeting their financial goals and safeguarding their assets through a shared culture of excellence and mutual accountability. Join a generationally diverse group of Wealth Management professionals to serve clients with the highest degree of ethics and professionalism. Our Wealth Management team will support your professional development with a variety of talent development and mentorship opportunities and a comfortable work environment alongside knowledgeable team members. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.
Responsibilities:
• Manage calendar and schedule meetings for clients, prospects and outside vendors.
• Participate in client meetings - reviewing concerns, beneficiaries, assisting with technology, and taking notes.
• Educate clients on the on-line tools and resources available to them.
• Open, transfer and close customer accounts and maintain appropriate account records.
• Process all required paperwork to create, maintain and service client's accounts.
• Respond to incoming emails and telephone calls in a professional manner to ensure that the client's request is met in a timely fashion.
• Interacts with Professional Partners to develop relationships to meet client's needs.
Qualifications:
• Series 7 and/or Series 66 license required
• College education preferred, not required
• Administrative experience preferred, not required
• Proficiency in Microsoft Excel, Word and Outlook, and Adobe
• CRM Database experience preferred, not required
Culture and Core Values:
KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.
Benefits:
• Mentorship and Talent Development Program Opportunities
• Continuing Professional Education
• Financial incentive and exam fees reimbursed for passing the CFP, CPWA, AIF, CRPS, and/or CFE Exam
• Responsible Paid Time Off and Holidays
• Employer Matching 401(K) & Profit Sharing Plan
• Health, Dental, Vision, and Life Insurance
• Flex Spending Account/Section 125 Plan
• Health Savings Account
• Short-Term and Long-Term Disability
• Wellness Reimbursement and Programs
• Student Loan Repayment Program
• Business Development Incentives
Serve external clients in meeting their financial goals and safeguarding their assets through a shared culture of excellence and mutual accountability. Join a generationally diverse group of Wealth Management professionals to serve clients with the highest degree of ethics and professionalism. Our Wealth Management team will support your professional development with a variety of talent development and mentorship opportunities and a comfortable work environment alongside knowledgeable team members. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.
Responsibilities:
• Manage calendar and schedule meetings for clients, prospects and outside vendors.
• Participate in client meetings - reviewing concerns, beneficiaries, assisting with technology, and taking notes.
• Educate clients on the on-line tools and resources available to them.
• Open, transfer and close customer accounts and maintain appropriate account records.
• Process all required paperwork to create, maintain and service client's accounts.
• Respond to incoming emails and telephone calls in a professional manner to ensure that the client's request is met in a timely fashion.
• Interacts with Professional Partners to develop relationships to meet client's needs.
Qualifications:
• Series 7 and/or Series 66 license required
• College education preferred, not required
• Administrative experience preferred, not required
• Proficiency in Microsoft Excel, Word and Outlook, and Adobe
• CRM Database experience preferred, not required
Culture and Core Values:
KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.
Benefits:
• Mentorship and Talent Development Program Opportunities
• Continuing Professional Education
• Financial incentive and exam fees reimbursed for passing the CFP, CPWA, AIF, CRPS, and/or CFE Exam
• Responsible Paid Time Off and Holidays
• Employer Matching 401(K) & Profit Sharing Plan
• Health, Dental, Vision, and Life Insurance
• Flex Spending Account/Section 125 Plan
• Health Savings Account
• Short-Term and Long-Term Disability
• Wellness Reimbursement and Programs
• Student Loan Repayment Program
• Business Development Incentives