We are an independent financial services firm with a rich history in Lincoln, NE. We have more than 20 years of experience and success, and as a firm, we take care of over 250 households. Our focus is on delivering the highest level of care, understanding, and support to new and existing clients as they navigate real-life financial situations and milestones that matter most to them. We take the time to listen to our clients and serve as trusted advocates, guiding them through personalized financial planning, investment management, insurance solutions, employer-sponsored retirement plans, and more. We are a small but nimble team, and we never hesitate to help one another.
We are hiring a Client Service Associate to support our team, our clients, and our continued growth. You will play an important part in servicing, maintaining, and enhancing the strong relationships built with our clients. Whether you are completing paperwork, opening new accounts, handling service requests, scheduling meetings, or preparing for them, you approach each task with a servant’s heart and an unmatched level of accuracy and efficiency. In addition to having a strong working knowledge of industry software, systems, and processes, you are exceptionally organized, detail-oriented, and committed to delivering a smooth, confidence-inspiring experience with every client interaction. You are proactive, naturally curious, and take pride in your work. You are always striving to be better and do better, consistently seeking ways to take tasks off the advisory team’s plate so they can focus on financial planning, meeting with clients, and delivering value. Your personal drive, initiative, and ability to manage competing priorities are what will make you successful here!
ESSENTIAL RESPONSIBILIITES
Greet and welcome clients in a friendly and professional manner in person and over the phone
Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc., following all to completion
Coordinate with the advisor and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standing
Answer, screen, and route phone calls, assisting clients directly or taking messages for other team members as appropriate
Service existing clients, including processing retirement distributions, paperwork for changing investments, preparing for client reviews, etc.
Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely stored
Deliver superior client service; troubleshoot problems and serve as liaison between advisor and client as needed
Schedule appointments, maintain calendar, and coordinate scheduling internally and externally
Communicate with the broker/dealer, advisory firm, and product contacts
Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
SKILLS & REQUIREMENTS
College graduate highly preferred, or equivalent work experience
3+ years of financial services experience required; ideally in B/D or RIA environment supporting a financial advisor or similar setting
Series 7 and Life and Health insurance license highly preferred, or willingness to obtain within 6-12 months
Knowledge of industry-specific software required; familiarity with Redtail, eMoney, and Holistiplan preferred
Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly
A commitment to excellence; detail-oriented, client-focused, and highly organized
Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues
Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadline efficiently despite frequent interruptions
Proactive team player able to work in a fast-paced environment
Must be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; final job offer is dependent on successful completion and approval by the broker/dealer firm
ADDITIONAL DETAILS
Competitive base compensation of $65,000-$80,000, depending on experience
Annual pay raises based on cost-of-living and employee tenure
Retirement plan with employer match
Generous PTO program and paid holidays
Career advancement opportunities
Four-day work week; Fridays off!
Office hours are Monday: 8:00a-6:00p, Tuesday: 8:00a-8:00p, Wednesday: 8:00a-6:00p, Thursday: 8:00a-8:00p. Only required to work until 8:00p once per week.