Overview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability to deliver an exceptionally positive and helpful experience to all clients.
New Horizons is a family firm helping Middle Class families for the last 40 years. We want our employees to see their families in the morning, make an impact helping people during the day, and be home in time for dinner.
Why You Should Work With Us
- Full Individual Health Insurance Covered
- 4% 401(k) Matching
- 9:30am - 4pm ET Standard Work Day (32.5 hrs/wk - No weekends!)
- 25 Combined Personal Days (Vacation/Sick/Personal)
- 10 Additional Market Holidays Off (can adjust annually based on where holidays land)
- Fast paced and enjoyable family environment
What We Look for in a Client Service Associate
- Experience - Minimum of 3 years direct experience (no exceptions)
- Knowledge - existing knowledge of financial terminology (IRA/Roth/Systematic/etc)
- Organization - ability to quickly understand, prioritize deadlines, and be detail-oriented
- Listening - ability ask questions to assure people and put them at ease
- Reliability - follow through on commitments
- Independence - Can take direction and execute without oversight
- Excellent computer skills (Word, Excel, Web Based Software); ability to learn in-house programs and tools
What Your Responsibilities are as a Client Service Associate
- Interact with Clients - provide exemplary service for visiting clients or prospects
- Fulfill Client Requests - schedule appointments, prepare account documentation or other service-related issues, and execute follow up through completion
- Communicate with Clients - daily telephone, letters, and email communications
- Self Improvement - must show desire for both personal and company opportunities for growth and improvement
Annual Salary: $65,000
Benefits:
- 401k Matching
- Health Insurance
- Disability Insurance
- Life Insurance
- Flexible Schedule
- Paid time-off
Job Type: Full-time
Pay: $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
Weekly schedule:
- Monday to Friday
- No weekends
Work setting:
Application Question(s):
- Do you have direct experience with Redtail?
- Do you have direct experience with Schwab Advisor Center (Not Schwab Retail)?
- Do you have direct experience with Orion?
- Do you enjoy working at a fast pace, more quickly than most people?
- Do you have excellent composition skills in writing both emails and direct correspondence?
- Are you very comfortable scheduling and making client appointments?
- Do you prefer to work behind the scenes rather than face-to-face with clients?
- In past jobs, have you enjoyed the challenge of finding solutions for difficult customers?
- Do you take pride in and identify with your work?
- Do you prefer to work individually, rather than on a team?
Education:
Experience:
- Wealth Management Client Servicing: 3 years (Required)
Work Location: In person