Financial Planning Client Service Assistant

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Job description

At Aspire, we want to serve our clients with excellence and help them succeed financially. We're looking for talented people who will put our clients at the center of everything we do. We are one of the largest independent financial advisory firms on the west side of Cleveland. However, there are still opportunities for us to grow and improve. Join our outstanding team and be a part of this dynamic growth.

We start by getting to know our clients and their aspirations. Then, we help them develop a plan to achieve their dreams. As we work together implementing the plan, we develop a personal relationship with our clients. Our investment process is unique and innovative, but our service is old-fashioned. We believe strong, long-term relationships are built by spending time together. That is why we encourage all our clients to meet with us in person at least twice a year.

You will provide overall administrative and operational client service support to assist the business activities of several Financial Advisors and/or the President. You will provide assistance by establishing new accounts, processing account transfers and distribution requests as well as executing trades. You will handle telephone calls and other inquiries, as well as resolve account problems. You will establish and maintain files to meet regulatory requirements, create and produce reports and maintain databases while establishing and maintaining files and record keeping necessary to support service efforts.

Required Qualifications

• Minimum of 3 years of financial services experience

Desired Qualifications

• Strong client service skills
• Strong attention to detail and accuracy skills
• Effective organizational, time management, and prioritizing skills
• Strong technical skills ( MS Word & Excel, database management, etc.)
• Good verbal, written, and interpersonal communication skills

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• Paid time off

Schedule:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 3 years (Preferred)
• Customer Service: 5 years (Preferred)
• Financial services: 3 years (Preferred)

Work Location: One location