269.488.8836

Senior Client Associate

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Location
Kalamazoo, MI
Salary
$1 - $99,999
Job Type
Direct Hire
Degree
Bachelor
Date
Dec 21, 2018
Job ID
2647279
The Client Associate supports the Financial Advisor in servicing the needs of clients.  Our ideal candidate enjoys being in the service of others, thrives in a fast-paced environment, has a willingness to learn and wants to be challenged.

Requirements: 
  • Bachelors degree or equivalent experience in financial services
  • Financial services industry experience
  • Series 65 or 66 license preferred, or willingness to obtain Series 66
Responsibilities: 
  • Maintain client relationships by processing requests and inquiries 
  • Updating client documents and information 
  • Conduct corporate outreach
  • Manage digital services to ensure they meet clients needs 
  • On-board new accounts by obtaining necessary information and documentation
  • Facilitate account transfers 
  • Perform administrative tasks such as answering phones and scheduling meetings