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Form of workNew Business Processor
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm in Waukesha, WI is looking for an experiencedNew Business Processor. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior customer service skills, a strong work ethic, attention to detail and enjoy working with clients daily. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!
The ideal candidate is happy where they are currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized, detail-oriented, and efficient with a commitment to accuracy.
Minimum Requirements:
- 2+ years of experience in financial services preferred
- Industry knowledge/experience strongly preferred
- Experience with Google Suite and/or MS Office and ability to learn new software quickly
- CRM experience preferably with Salesforce
This position requires that you possess the following skills:
- Superior communication skills
- Strong organization skills
- Attention to detail and accuracy
- Consistent follow-through
Responsibilities:
Daily priorities are to process applications, assist clients with questions, gather required documents, and follow the client onboarding through completion.
Daily priorities are to process applications, assist clients with questions, gather required documents, and follow the client onboarding through completion.
Additional daily, weekly, and/or monthly asks include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues timely
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Maintain professional communication with clients and staff
- Assist in setting client appointment for Advisor
- Assist with New Business processing
Salary Base
$50,000 - $65,000 per year - Based on Experience
BENEFITS
- Generous PTO Package
- 401k + 3% match
- Group health insurance plan
- Paid time off to volunteer
- Quarterly team lunches and team building events
Presented by Advisor Employee Services Thank you for your interest in the New Business Processor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
