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Client Services Associate

Intelliplan Financial

670 Morrison Road, Gahanna, OH 43230

$42,000 - $45,000 a year - Full-time

Benefits

Pulled from the full job description

Professional development assistance
Parental leave
Health insurance
Paid time off
Vision insurance
Dental insurance
Gym membership

Full job description

Kickstart Your Career in Financial Planning! Are you ready to launch your career in the exciting world of financial planning? We are seeking a motivated and organized Client Service Associate to join our team! This entry-level, full-time position is more than just a job; it’s your gateway to a rewarding career as a financial advisor. In this role, you’ll support our clients and financial professionals while gaining invaluable experience and insights into the financial industry.

If you are persistent and resilient about reaching your goals and detailed oriented, this is the perfect opportunity for you. You'll report directly to the Chief Operating Officer, receiving mentorship and guidance as you build a solid foundation to help you advance through our Advisor Career Path towards financial advising. Join us and embark on a fulfilling journey towards becoming a financial advisor!

About Intelliplan Financial:

Intelliplan Financial, headquartered in Gahanna, Ohio, is a Holistic Wealth Management firm. We offer financial planning services tailored for high-net-worth individuals and business owners. With a presence in the central Ohio area, our team of advisors also service clients in multiple states across the country. We are an entrepreneurial-minded company continually seeking opportunities for expansion. Are you ready to contribute to our journey towards achieving ambitious growth goals?

We have a Culture based on Core Values:

Integrity
Transparency
Compassion
Customer-Focused
Non-Traditional

ABOUT THE JOB:

Entry level backstage Client Service Associate with defined career path to become a Financial Advisor.

Key Responsibilities:

Respond promptly to phone calls and emails from clients, ensuring their inquiries are addressed to foster client satisfaction.
Handle administrative tasks such as filing, mailing, and scheduling appointments to maintain an efficient office environment.
Process new leads and manage data entry within our Customer Relationship Management (CRM) system.
Regularly update our database to keep client information current and accessible.
Manage client policies, withdrawals, loans, beneficiary changes, and related service requests.
Follow up on new business submissions and communicate needs to clients and financial professionals for timely implementation.
Assist in the completion of client applications and onboarding processes.
Collaborate with outside agencies to ensure timely fulfillment of client servicing needs.
Coordinate and maintain sales materials and essential office supplies.
Support marketing efforts through social media, seminars, and webinars as needed.
Evening, weekend and overnight travel may be required.
Adapt to team needs and assist with various projects as they arise.

Qualifications:

Bachelor's Degree
Strong acumen for excellent client service
High attention to detail, organized, and process oriented
Tactical thinker, problem solver, and resourceful
Excellent verbal and written communication skills
Detail oriented with strong organizational skills and ability to manage and prioritize multiple tasks with accuracy
Personable with the ability to connect with clients
Self-starter and aptitude to work with a sense of urgency
Proficient in Microsoft Office Suite (preferred)
Aptitude with leveraging workflows within a financial services CRM (preferred)
Previous experience working in the financial services industry and familiarity with account types, service requests, paperwork (Preferred)

BENEFITS:

Health, Dental, and Vision Insurance: Monthly stipend provided by the company.
Shortened Work Week: All employees enjoy a four-day work week.
Paid Time Off: Paid vacation, holidays, and additional time off for your birthday, for a healthy work-life balance.
Parental Leave: Support for new parents.
Professional Development Assistance: Resources for career growth and skill enhancement.
Lifestyle Benefit: Monthly gym membership stipend provided by company.

SCHEDULE:

Monday – Thursday*

*Evening and overnight travel may be required.

9-hour shift

Job Type: Full-time

Pay: $42,000.00 - $45,000.00 per year

Benefits: