Insurance Account Handler supporting client portfolios and building relationships in Swansea. Offering a hybrid work model with focus on client interaction and customer service.
About the role
- Wealth Client Service Associate enhancing client experience with operational and administrative support. Joining a nationally ranked CPA firm focused on growth and client service.
Responsibilities
- Enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors.
- Interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service.
- Perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.).
- Support and drive firm initiatives and maintain risk awareness and regulatory knowledge.
Requirements
- 5+ years of experience in similar role
- Robust multi-tasking with ability to work with frequent interruptions required
- Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab
- Advanced knowledge of Excel
- Proficiency with Microsoft Office
- Strong written and verbal communication skills
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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