Client Services Assistant
The Plan Advocate is an established financial services firm offering an exciting opportunity for recent graduates to launch their career in financial planning. We're seeking a motivated and detail-oriented Client Services Assistant to join our dynamic team and grow with our company. Our mission is to provide comprehensive financial planning services, helping our clients achieve their financial goals through personalized strategies and exceptional service.
This position will handle a wide variety of administrative tasks and requires an individual with strong organizational skills and the ability to efficiently multitask. The ideal candidate will be hard-working, organized, and able to work independently as well as collaborate with a team and enjoy providing exceptional client service. Competitive salary/bonus and benefits are offered.
Responsibilities
- Workflows and processes: execute existing processes as well as implement new ones
- Client Service: prepare, process and track account applications. Handle client calls, scheduling and assist with meeting prep. Greet clients for in-person meetings and at events.
- Projects: take on, collaborate and execute on various business projects
- Assist with marketing and prospecting
- Database management: CRM maintenance, generate reports and accurately input data into specified software
- Draft communication letters, emails and media
- Anticipate Advisor's needs and handle them proactively
Required Qualifications
- Recent graduate with a Bachelor's degree (preferably in finance, business, or related field)
- Proficiency in Microsoft Excel, Word, and Outlook
- Strong attention to detail and ability to meet deadlines
- Excellent problem-solving and communication skills
- Ability to work well in a team-oriented environment
- Strong understanding of confidentiality
Preferred Qualifications
- Coursework or internships related to finance, business, or customer service
- Familiarity with financial planning and investment software (e.g., eMoney, Morningstar)
- Knowledge of CRM systems
Skills and Experience
- Self-motivated and eager to learn
- Strong technical skills and adaptability
- Organized with the ability to switch from one project to another
- Demonstrate an ability to develop and cultivate relationships
- Accept feedback and constructive criticism well
Position Details
- Full time, 9am – 5pm Monday to Friday
- In-person at least 3 days a week
- Salary range $40,000 to $55,000 with performance bonuses and comprehensive benefits package
- 2 Weeks paid vacation plus stock market holidays
Learning and Development
We offer comprehensive training and mentorship programs to help you build a strong foundation in financial services. You'll have the opportunity to learn industry-specific software, obtain relevant licenses (such as Series 7, 66, and Insurance Licenses), and develop crucial skills for a successful career in finance.
Career Growth
This role is an excellent steppingstone for a career in financial planning. Top performers will have opportunities to advance within our growing firm, potentially moving into advisor roles in the future.
Company Culture
We foster a collaborative, innovative environment where new ideas are welcomed. Our team enjoys regular social events, professional development workshops, and a supportive work-life balance.
Equal Opportunity Employer
The Plan Advocate is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
To apply, please submit your resume and cover letter detailing your qualifications and interest in this position to rnorley@theplanadvocate.com
We welcome applications from graduates of all majors who demonstrate strong analytical skills, attention to detail, and a passion for financial services.