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Open Position- Vision Financial Group
Position Summary:
Upscale financial planning firm in Fort Collins Colorado seeks full-time Client Service Associate.
Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.
This position will require 30 to 36 hours per week. An occasional evening will be required for client social events.
We provide a fun, team-oriented environment with great pay and benefits.
Position Overview:
The primary responsibility of this position is to provide administrative support for Financial Advisors by organizing and ensuring proper completion of all client paperwork, following-up on client service issues and maintaining electronic files.
Position Requirements:
Previous Financial Services (Investment Related) experience REQUIRED
Previous customer service experience required
Previous office experience required
Ability to communicate professionally with co-workers, customers and business contacts
Ability to investigate, research, and resolve problems or concerns
Ability to maintain confidentiality
Ability to make rule-based and analytical decisions
Ability to organize, prioritize and handle multiple tasks
Ability to pay close attention to detail, work under pressure and meet deadlines
Skill in operating various equipment including PC ,copier/scanner etc.
Skill in utilizing various software packages such as Microsoft Office & Outlook
Skill in verbal and written communication
Job Duties:
Perform and supervise general administrative and support functions for the office including maintaining electronic files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
Organize, coordinate, and maintain all client paperwork, hard and electronic
Correspond with clients to complete new accounts, asset transfers, and other forms
Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
Ensure office procedures are followed
Record all transactions on appropriate logs
Set up client files correctly and obtain necessary information
Perform other duties and projects as assigned
Forward resume to:
Vision Financial Group
1336 Oakridge Drive #101
Fort Collins, CO 80525
Call for email address for sending electronic resume
Visit: www.visionfinancialgroup.net
The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.