We are working with a leading financial planning firm in the Washington DC metro area that is looking for a Client Service Associate. This person will help facilitate and accelerate the growth of the team that has been recognized by Forbes as a Best-In-State top financial security group. 

Responsibilities

• Corresponding with clients to handle insurance and advisory-related service needs
• Working directly with the Asset Movement, Underwriting, New Business, Policyowner
• Service, and Compliance departments at the parent company office to ensure smooth on-boarding. 
• Using the team’s Client Relationship Management (CRM) software to adequately
• manage both financial planning and relationship-building priorities
• Preparing reports (using software such as Envestnet, Morningstar, and other company specific software) for the team to help craft financial planning analysis for clients
• Providing insight to team’s Marketing Director about relevant topics concerning clients.

Qualifications

• 1-3 years of client on-boarding or customer service experience.
• Life and Health and Series 7 preferred but not required (must obtain within 6 months).
• Outstanding candidates will arrive at the interview with a schedule to earn the CFP® designation within 3 years of joining the team.
• Ability to embrace change and work in a fast-paced environment.
• Able to work both independently and on a team.
• Ability to maintain confidentiality.

Compensation

• $60,000-120,000 dependent on experience and licensing.