Life Managed Operations/Admin/Early stage paraplanner

Thursday, September 24, 2020 11:45 AM | Anonymous

https://www.linkedin.com/jobs/cap/view/2149630156/?pathWildcard=2149630156&trk=mcm 

The Client Service Associate position is an integral component of the LifeManaged team and the overall growth and success of our firm. The role will include routine duties of setting up new client accounts, processing paperwork and simplifying the client onboarding experience. It will touch all aspects of our workflow, from the initial meeting, information gathering, account opening, and engaging in the financial planning meetings. This candidate should be wanting to morph into a financial planner and will ideally be studying for their CFP exam.

 

Responsibilities

  • Provide service to clients professionally, and respond to regular inquiries
  • Gather appropriate client data to onboard new financial planning clients
  • Troubleshoot clients with financial planning dashboard
  • Become proficient in workflows and service request through Salesforce
  • Tracking client billing/invoices
  • Monitoring and improving daily functions
  • Assist with long term marketing plans


Qualifications

  • 1 Year in Financial Services Preferred
  • Basic knowledge of finance
  • Excellent communication skills and thick skin


https://dynamicadvisorsolutions.myclients.io/site/6slmbhq613apf4k7/online-scheduling


FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

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