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Client Service Associate

Employer
Fish and Associates
Location
Memphis, Tennessee
Salary
$55,000-$70,000/year (depending on experience)
Closing date
May 29, 2024

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

Daily duties: Supporting and maintaining client relationships by processing client requests accurately, efficiently, and timely. These include initiating and processing new business paperwork (including advisory accounts, annuities, insurance and more), completing money requests, and addressing other client service items. CSAs will provide weekly status updates on all new business (investments, insurance, service). Will share responsibility for updating and maintaining both our CRM system (Redtail) and the back-office databases. CSA will be participating in ongoing training and education programs to stay current on processing protocols and best practices. They will help to maintain up to date service checklists and written procedures. Career paths are offered (both advisory and non-advisory) after 3 years in client service associate position.

Success in this position depends on their ability do do the following: Analyzing many factors when making decisions Carefully weighing alternative methods and actions Listening with reservation to the opinions of others Checking accuracy of work, especially their own Being proactive and results-oriented  

Knowledge

  • Working knowledge of investments and insurance
  • Familiarity with NFS, Envestnet and Redtail CRM systems a plus

Knowledge (can acquire on the job)

  • Become a “Master of Forms “– knows what paperwork is required for each specific product, how to complete each one correctly and process it in an expedient and accurate manner
  • Fish and Associates’ financial planning software system, Redtail client management database
  • Client service procedures that are already in place
  • Insurance License mandatory in first year.

Company

Company info
Website

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