Client Service Associate

Job Description

Job Description

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.

Job Description:

The Client Service Associate will serve as the primary point of contact for all client service-related inquiries. This role involves managing accounts, from opening new accounts to addressing ongoing client requests and questions. The Associate will be relied upon for both professional and personal support in a fast-paced environment. This is a client-focused position that requires a dedicated individual, committed to working hard and maintaining high-quality service standards. Additionally, the Associate will provide backup support for other office tasks as needed.

Job Responsibilities:

• Manage the calendar and scheduling database for the Financial Advisor.
• Analyze reports to identify necessary actions for client accounts.
• Investigate and resolve client issues.
• Prepare for meetings and appointments.
• Collect, organize, and analyze personal and financial information for clients.
• Prepare and verify client forms, applications, and other required documents.
• Update and maintain the client database.
• Handle general office duties such as answering phones and managing USPS/UPS mail.

Additional key responsibilities:

• Address client inquiries and concerns, escalating issues as needed to the appropriate teams and ensuring client satisfaction with issue resolution.
• Oversee the entire process of opening, transferring, and closing client accounts, ensuring proper procedures are followed.
• Maintain strong relationships with clients, remaining available to provide support as needed.

Job Qualifications:

Education:

• High school diploma or equivalent required
• Degree not required—strong experience and Client Service skills are highly valued

Experience & Skills:

• Background in Finance or Financial Planning preferred.
• 3 to 5 years of financial services experience preferred.
• Ability to effectively interact with high-net-worth clients.
• Excellent interpersonal and organizational skills.
• Strong financial and analytical capabilities.
• Proficient in computer skills, including advanced internet knowledge and MS Office applications.
• Ability to work independently to research and resolve client issues.
• Knowledge of the necessary paperwork and procedures to process transactions.
• Strict adherence to confidentiality.
• Comfortable working with executive-level officers.
• Strong problem-solving skills and a goal-oriented team player willing to complete any task required within the firm.
• Commitment to aligning with Retirement Planners of America’s core values.
• Proficient in using computers and skilled in Word, Excel, Outlook, and PowerPoint.
• Familiar with Salesforce or similar CRM platforms.
• Strong interpersonal, organizational, and communication skills.
• Applicants must be authorized to work in the United States without sponsorship.