Client Service in Financial Planning and Investments

Job Description

Job Description

Pay: $18.00 - $26.00 per hour

Job description:

This is a Full-Time position in an office environment. As a Client Service Administrator (CSA), your primary focus will be to provide superior client service to our clients. This includes a variety of administrative tasks to support both client service functions as well as other departments within our firm. There are strong opportunities for growth tailored to the unique desires and career aspirations of each candidate.  After serving as a CSA, you may consider future career paths into salaried positions within our financial planning or investment management teams.   

Location, Schedule & Travel:

· Full time - 40 hours per week

· Monday through Friday, no weekends

· 100% in-person located at W6184 Aerotech Dr

· No travel is required

· Modest flexibility in daily start and end times

Compensation:

· Hourly pay from $18 to $26 depending on experience and background

· Paid holidays

· 401k plan (featuring 4% employer match)

· Profit sharing plan

· 3-weeks Paid Time Off (PTO) in the first year

· Life & disability insurance

· Education reimbursement program

Responsibilities:

Administrative

· Greet clients and visitors in a friendly and professional manner

· Answer and route phone calls

· Retrieve, sort, and process incoming and outgoing mail

· Maintain office supplies and place orders as necessary to manage inventory

· Scan documents and maintain files

· Maintain and update client relations management database

· Review written correspondence for grammar and clarity

· Assist with various projects as needed

· Light office cleaning

Client Service

· Prepare and process Schwab paperwork for new and existing investment accounts

· Collaborate with Schwab to service client accounts as necessary

· Correspond with clients primarily by email and telephone to schedule meetings and coordinate signatures for paperwork as needed

· Process and monitor incoming checks and all general client money movements

· Prepare report packets prior to client meetings

Education / Experience:

Required

· High school diploma or equivalent

· Experience with Microsoft Office tools

Preferred

· Previous work experience in an office setting

· Previous financial services experience

Additional education and/or work experience are welcome and will be considered when determining compensation.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Employee discount
• Flexible schedule
• Happy hour
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Compensation Package:

• Profit sharing

Ability to Commute:

• Appleton, WI 54914 (Preferred)

Ability to Relocate:

• Appleton, WI 54914: Relocate before starting work (Required)