Client Service Associate

Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at brindleandbay.com

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service who truly enjoy helping make a difference in their clients' lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.

Compensation:

• Salary range of $65K-80K , commensurate with relevant experience
• Quarterly Bonus Plan
• Great Work/Life Balance with a Monday-Friday Schedule
• Health Insurance
• Annual Team Retreat (most recently to Cabo San Lucas)
• 401(k)
• Anti-corporate environment
• Professional, Fun, Motivating Atmosphere

Responsibilities include:

• Account Transfers - execute acct opening checklist, initiate and track ACATs, prepare and send forms to clients, communicate with clients along the process
• Respond to client requests with timeliness and accuracy in mind
• Manage RMD administration
• Prospect vetting - 15min structured phone calls with prospects to gather info before passing them on to an advisor ( NOT COLD CALLING - these prospects reach out to us and schedule intro calls)
• Execute distributions and Docusign forms and track them through the process
• Generate various daily, weekly, monthly, and annual reports
• We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time!

Requirements:

• 3 years of financial services experience
• Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
• Experience with Account Transfers and ability to problem solve in the process
• Experience with CRM Software / Database Experience is not required, but a plus: WealthBox, Altruist

Skills :

• Ability to prioritize tasks, problem-solve , and meet deadlines
• Organization skills & attention to detail
• Always keeping an eye out for opportunities to provide clients with Moments of Delight
• Ability to work independently while prioritizing projects and managing your time
• Ability to learn and implement new technology and software quickly
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.