Growing Financial Planning firm is seeking a detail orientated individual who will care for needs of clients, can work within regulatory requirements and is passionate about success of our clients. Candidates must have excellent marketing, communication, and organization skills with interest in finance, retirement and financial planning.
Position Overview: Our Client Services Team is responsible for providing support for the success of its clients. The Experience Coordinator will organize, manage, and execute cross-department, client-related projects of high importance to the long-term relationship with the client. This is a new position to our local family-owned firm. A position at an independent financial planning practice will expose the candidate to a wide range of activities relating to investment and insurance products, and financial planning services. Position priorities include maintaining and ensuring for quality control of multiple databases, implementing, and ensuring timely client response systems, development and execution of marketing plan which includes print, radio, web, and social media.
Our firm works with both individuals and employer groups. This wide range of clients will create a high learning curve for a new team member. With the support of our current experienced team the candidate will have an opportunity to succeed in this career of helping people meet their personal, financial and life goals which is personally gratifying to all our team members.
Requirements: Candidates must have excellent communication and organization skills with interest in finance, retirement and financial planning. The candidate must be able to intake client inquiries (via telephone, email, social media and individual or group meetings), review their requests and work with team members to find and follow up on the best possible solution for their client.
Experience and work ethics will determine wages. This opening position offers room for advancement and opportunities for career growth and development. Full benefits including 401(k), health/vision insurance, Health Reimbursement Account, and quarterly bonuses. This position is not suitable for a remote position.
REQUIRED SKILLS: • Provide superior customer service in a friendly and cheerful manner • To present oneself in a professional fashion • This position requires daily contact with clients and prospective clients, therefore verbal communication skills, excellent listening skills and the ability to deal with the public is very important • Written communication skills that are necessary include, neat handwriting, spelling ability, good grammar, proofing ability • Ability to read, analyze, interpret financial transactions • Critical thinking to have the ability to define problems, collect data, establish facts, and draw valid conclusions. • Willingness to work flexible schedule • Ability to work at both the Slayton, MN and Marshall, MN offices • Ability to maintain confidentiality is of the highest priority • Successful applicants are subject to a credit history and criminal background check.
PREFERRED SKILLS: Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information, Multi-tasking, Creativity.
Send cover letter & resume to jim@investors-choice.com