On Demand Client Services Executive managing all aspects of client journeys in private aviation. Handling high - pressure environments and communicating with confidence in a fast - paced global team.
HI
Hybrid Part-Time Junior Client Service Associate, Retirement and Private Wealth
Posted 6 days ago
About the role
- Junior Client Service Associate providing transition support in insurance brokerage. Assisting clients with account setup and paperwork during firm transition.
Responsibilities
- Set up all clients with Account View Network all direct business accounts to client households
- Prepare new account paperwork for transitioning clients
- Audit files at LPL for each client to ensure accuracy and completeness
- Prepare broker change forms for direct business accounts at American Funds
- Review and process transition-related paperwork; ensure all required forms are completed fully and accurately
- Run reports and provide status updates on account transitions and new account forms
- Maintain and update client data in CRM software as accounts transition
- Assist with other transition-related tasks and ad hoc reporting requests as needed
Requirements
- Background in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but not required)
- Good understanding of financial planning concepts and terminology a plus, willingness to learn required
- Exceptional customer service experience
- Excellent verbal, written, analytical, and organizational skills
- Proficiency with technology including Microsoft Office suite and CRM systems
- Ability to interact with people across all levels of the business
- Strong attention to detail
Benefits
- Medical, Dental, Vision and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA)
- 401(k) Savings Plan
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Flexible Spending Accounts (FSAs)
- Life and Disability Plans
- Long-Term Care
- Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Comprehensive Onboarding
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day
- Dress-Code Culture & Belonging
Job title
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