Premier Client Associate

Job Description

Job Description

Premier Client Associate – Job Description

Position Overview

The Premier Client Associate plays a critical role in delivering a high-touch client experience by supporting advisors, engaging with clients, and coordinating with insurance carriers and custodians. This position requires strong communication skills, attention to detail, and the ability to efficiently manage workflows across multiple systems and platforms.

Key Responsibilities

Client Engagement & Service

• Serve as a primary point of contact for premier clients, ensuring a professional and responsive experience
• Communicate clearly and effectively with both internal teams and external clients
• Assist in onboarding new clients, including gathering documentation and setting expectations
• Provide ongoing support by addressing client inquiries, requests, and service needs

Carrier & Operations Coordination

• Liaise with insurance carriers, custodians and financial institutions to process applications, service requests, and policy updates
• Track case status and proactively follow up to ensure timely completion
• Maintain accurate records and documentation for all transactions

Administrative & CRM Management

• Utilize CRM systems to track client interactions, pipeline activity, and case progress
• Ensure data integrity and timely updates within internal systems
• Prepare reports, client communications, and documentation using Microsoft Office tools
• Support advisors with scheduling, meeting preparation, and follow-up tasks

Event Support & Firm Representation

• Attend firm-hosted events, workshops, and client functions held at various locations throughout the city
• Assist with event coordination, setup, and client engagement during events
• Represent the firm in a professional manner at all times
• Availability to work occasional evenings and weekends as required for events and client needs

Required Skills & Qualifications

Education

• Associate degree preferred
• Demonstrated curiosity and interest in learning how to work efficiently across multiple computer applications and systems
• Proficient in Customer- Relationship Management (CRM) systems
• Skilled in Microsoft Office Suite
• Strong communication and problem-solving skills
• Excellent time management and attention to detail
• Ability to collaborate effectively in a team environment

Edward Financial Group is a leading retirement planning firm dedicated to helping clients achieve financial security and peace of mind. With a personalized approach, we provide expert guidance in tax-efficient retirement strategies, and income planning to support our clients' lifelong financial goals. Our firm prides itself on maintaining the highest standards of integrity and client-centered service, creating tailored financial solutions that adapt to each retirement stage. Edward Financial Group is more than just a firm; it’s a trusted partner committed to making a lasting impact on the financial well-being of those we serve.

Company Description

Edward Financial Group is a leading retirement planning firm dedicated to helping clients achieve financial security and peace of mind. With a personalized approach, we provide expert guidance in tax-efficient retirement strategies, and income planning to support our clients' lifelong financial goals. Our firm prides itself on maintaining the highest standards of integrity and client-centered service, creating tailored financial solutions that adapt to each retirement stage. Edward Financial Group is more than just a firm; it’s a trusted partner committed to making a lasting impact on the financial well-being of those we serve.