🛠 Tech Stack

💼 About This Role

You'll work alongside Financial Professionals to provide excellent client service and support in a team-critical role at an employee-owned financial services firm. Your core impact involves managing client requests, maintaining account documents, and solving complex issues to support comprehensive financial planning. This role offers growth opportunities including sponsorship for FINRA licensing exams.

🎯 What You'll Do

• Manage client requests and account maintenance with professionalism.
• Review and process account documents and solve complex issues.
• Assist in crafting comprehensive financial plans for clients.
• Facilitate transfer of client funds and issuance of checks.

📋 Requirements

• Eager to advance and grow in the Financial Services Industry.
• High school graduate; post-secondary education or work experience preferred.
• Solid technology skills in Microsoft Word, Excel, and Outlook.
• Proven ability to build client relationships with strong communication skills.

🎁 Benefits & Perks

• 💰 Medical, Dental, and Vision insurance
• 🏦 Company 401(k) and ESOP contribution
• 🏖️ Generous sick, vacation, and parental leave
• 📚 Tuition Reimbursement ($15,000 lifetime cap)
• 🎁 Charitable gift-matching program