Financial Client Service Associate

Financial Voyages, LLC is seeking to fill a full time position on our administrative team, supporting a team of seven advisors. Under the general guidance of the advisors and office manager with direct supervision by the accounts supervisor , providing service and support to over 1,000 clients within an interdependent team framework. Communicating with clients, prospective clients and other contacts via phone, email and in person is a fundamental part of this position. Other duties include, but are not limited to:

• Maintaining CRM database of client and vendor information
• Preparing and processing paperwork for new and existing investments
• Processing transfers and rollovers
• Facilitating money movement for clients
• Assist with client inquiries using independent research skills
• Educating clients on new account services
• Maintaining forms and spreadsheets shared by all team members
• Cross training on other tasks within the administrative team
• Performing other responsibilities and duties as assigned
• Communication skills are essential, also basic computer skills with the capacity to learn new software. Ability to exhibit a resourceful attitude towards problem solving.

We offer competitive wages as well as health insurance, matching 401k (after six months of service), potential annual bonus and a hybrid in-office/work from home option after initial training period. Background check required. Drug test may be required.

This position has the potential to evolve into a more advanced role within the company.

Educational Requirements:

• College degree in business, finance, or a related field of study preferred
• Minimum of two years financial services or banking industry experience
• Series 7 license and other certifications beneficial but not required

Additional Compensation:

• Bonuses Benefits
• Dental insurance
• Vision insurance
• Retirement plan
• Paid time off

Company Culture:

• Team-oriented -- cooperative and collaborative
• People-oriented -- supportive and fairness-focused
• Stable -- traditional, stable, strong processes

Schedule:

• Monday to Friday
• No weekends

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• financial services/banking: 2 years (Required)

Work Location: In person