Client Services Associate 135785

Our client has been providing financial strategies for their clients for over 30 years. They offer a great benefit program that helps their employees’ achieve a successful work / life balance.

As a Client Service Associate, you will manage calendars and schedule meetings for clients, prospects and outside vendors.

·        Prepare and coordinate documents in preparation for meetings

·        Participate in client meetings by reviewing concerns and beneficiaries, assisting with technology and taking notes

·        Transcribe notes for all client meetings, process required paperwork to create, maintain, and service client accounts

·        Attend client / prospect events and seminars

·        Coordinate daily client / prospect correspondences

·        Respond to incoming emails and phone calls in a professional manner

·        Process deposit of client checks into the computer system

·        Maintain appropriate account records

·        Anticipate client need, solves problem and follow through

·        Educate clients on the on-line tools and resources available to them

·        Interact with professional partners to develop cooperative relationships to meet client needs

·        Travel to and from post office for company mail

·        Ambition and drive to work in a finance or investment industry

·        Prefer 3-5 years of financial planning or investment experience

·        Must be willing to obtain Series 7, Series 66, or Series 24 licenses

·        Bachelor’s degree is preferred

·        Intermediate MSWD and Excel skillset

·        CRM database software is a plus

·        Strong organizational skills and the ability to prioritize

·        Able to work in a fast-paced environment

·        Must be a team player with an excellent work ethic

·        Great interpersonal and communication skills

·        Professional demeanor

·        Upbeat, outgoing and mature personality

Hours: Monday – Thursday, 8:00am – 4:30pm & Friday, 8:00am – 3:00pm

Length: Temporary to Hire

Pay for the Client Services Associate position: $16.00 - $24.04 / hr. – based on experience Location: Oshkosh, WI and Appleton, WI

Job I.D. 135785

·        Company that treats each team member with value and respect

·        Work / life balance

·        Company that promotes from within

·        Quarterly bonus plan

·        Health insurance

·        Life insurance

·        401 (k)

·        Paid time off

·        Paid holidays

·        Continuing education reimbursement plan

To learn more about Cadre and to view hundreds of immediate openings, please visit our website at www.cadreservices.com.