Client Service Associate

Fit is seeking a highly motivated professional seeking to grow their administrative career. Pay is in the $45K - $55K range, DOE plus benefits. Responsibilities Assist with advisor needs through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, disability/life/long-term care insurance, and various other account maintenance topics required for the advisor to run their day-to-day business. Provide outstanding client service while demonstrating empathy and problem-solving skills. Practice active listening and rapport-building to gain a thorough understanding of the client’s needs, while documenting conversations in our internal Client Relationship Management (CRM) platform, for a personalized approach to service. Anticipate client issues and problems, and proactively take the necessary steps to prevent them. Excellent relationship-building skills with demonstrated ability to problem-solve, interact with individuals at various levels, and think on your feet. Ability to manage moderately complex work, be self-directed, and quickly develop a full understanding of our business and the wealth management industry. Strong interpersonal, verbal, and written communication skills. Team orientation, enthusiasm, professionalism, and a strong work ethic with a high level of integrity and ethics. Series 7 and 63 preferred but not required. Qualifications 2+ year of financial services experience or 3+ years of requisite experience (customer service preferred) Proficiency with Microsoft Excel, Outlook, Word, PowerPoint Fundamental understanding of Investment Industry, Securities, and Insurance Professional Self-starter, Excellent Attention to detail, Excellent verbal & grammatical skills #J-18808-Ljbffr