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Posted: Friday, March 2, 2018 2:52 AM

Job Description
We are looking for a collaborative Client Service Associate that can provide comprehensive support to a successful financial planning team located in Birmingham, MI. A minimum of 5 years industry experience is a must. The ideal candidate will be interested and competent in gathering and analyzing client data, helping to prepare financial plans, and assisting in client transactions. You will also be requested to assist with general administrative and office tasks. The employer is a well:established financial planning practice located in Birmingham Michigan.
The role is a full:time position (40 hrs. /week)
This is not a sales position.
Provide general administrative duties to support all financial advisors and senior support staff. Including the following:
* Entering client data into various applications
* Assisting advisor in preparation or follow:up to client meetings
* Correspondence, via mail, phone, and email
* Helping to prepare financial plans
* Tracking and processing daily workflow
* Assisting with marketing to new prospects
Required Qualifications:
* 4 year College Degree Required (Accounting, Finance, or Economics preferred)
* Must be detail oriented with strong math and analytical skills
* Must have experience working in a client service environment
* Able to manage multiple tasks and priorities effectively
* Experience in a financial planning or insurance business is preferred but not required
* Ability to function in fast:paced environment and maintain operational quality
* Proficient with Microsoft Office and internet savvy
* Able to maintain confidentiality. Demonstrated professionalism.
* Ability to operate under limited/minimal supervision.
* Series 7, and 66 preferred but not required
:Room for Growth
:Safe Harbor 401K (3 match)
:After 90 days paid vacation and sick timeCompany Description
A well established financial planning practice located in Birmingham Michigan and Fort Lauderdale Florida. We are a full:service financial practice committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.


• Location: Detroit

• Post ID: 47391642 detroit is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018