TNLPG is quickly becoming one of the most recognized financial planning firms in the Chicago area. Our offices are located by O’Hare. We currently serve more than 400 successful individuals and families nationwide and specialize in architecting and implementing comprehensive financial plans for them. Each plan is tailored to the unique values and vision of our clients.
The essence of our Client Service Associate role is:
To ensure that our clients receive what we promise to them in a timely and professional manner, by the appropriate members of our team, using our suite of proprietary systems.
The primary responsibilities of our Client Service Associates are:
Creating work orders in our task management system
Owning and executing most types of client service tasks
Facilitating various account opening, funding, and maintenance processes
Assigning tasks to other team members, such as Planner Associates
Assisting our financial planners in gathering data and formulating advice for clients in a broad range of areas where they look to us for guidance, such as: tax strategies, estate planning, insurance structure and review, and investment planning
Managing our processes for financial planning fee billing and compliance
Perhaps equally important to what you will be doing as Client Service Associate is what you will not be expected to do:
Sit at a reception desk
Serve as a personal assistant
Make marketing or prospecting calls
Conduct investment research or write financial plans prior to having the necessary training and experience, as well as the appropriate compensation for such work
In short, our Client Service Associate position is designed to provide an immersive experience in the operations of a thriving and professional comprehensive financial planning firm while playing a pivotal role at the center of our firm’s client service activity.
For a talented candidate, opportunities will abound for training, mentorship, and advancement within our supportive, collegial, and high-performing culture.
All candidates must:
Possess strong organizational skills
Demonstrate diligent attention to detail
Have outstanding verbal and written communication skills
Exhibit a desire for customer service excellence
To begin the process, please respond by submitting the two items listed below.
2. A cover letter describing your interest in the position
Telecommuting is allowed.
About The Next Level Planning Group
TNLPG: An Evolved and Evolving Financial Planning Firm
The seeds of The Next Level Planning Group were planted when its founder, Adam Stock, began his career as an investment advisor representative with Merrill Lynch in 1999. This turned out to be an inauspicious time to enter wealth management as the next three years saw the bursting of the “technology bubble,” the terrorist attacks of 9/11, high-profile corporate bankruptcies, and the first US economic recession in almost a decade. Yet, Adam persevered and by mid-2002, having earned his CFP® certification, he transitioned to Lincoln Financial Advisors, where planners are recognized for their intelligence and innovation in financial planning.
By 2005, having learned to serve clients who value a holistic approach to personal finance, Adam felt the time was right to hire a protégé. In Josh Markowitz, he found a like-minded individual with a strong work ethic, breadth of talents, and eagerness to learn. Adam and Josh formalized their partnership in 2007 as The Next Level Planning Group (TNLPG), with a focus on helping clients identify, understand, and act upon important financial matters in increasingly effective and effici...ent ways. This focus on process and partnership proved especially important during the financial crisis of 2008-09 as clients, grounded in their long-term and up-to-date financial plans, kept their heads. Most of them even agreed to rebalance their portfolios which, at the time, meant buying more stocks after they had fallen precipitously in value.
Adam and Josh continued developing TNLPG into an advanced wealth management firm during the economic recovery, hiring dedicated specialists such as Service Advisors, Planner Assistants, Financial Planning Analysts, and an Investment/Portfolio Strategist, while also mentoring a steady stream of college interns. In 2013, Drew Coleman (MBA/CFA), a seasoned investment professional, chose to grow his financial planning practice in partnership with TNLPG rather than having to build it all himself from the ground up.
Building on its foundation of helping clients identify, understand, and act upon important financial matters in increasingly effective ways, TNLPG is creating a fresh approach to training and supporting financial planners. For the experienced-advisor looking to take his practice to the next level, the high-achiever seeking to learn financial planning as a profession on par with law and medicine, and the career-changer considering life as a planner, TNLPG provides the ability to deliver a college-level client experience without first having to survive the elementary and high school models that are prevalent in the industry. And most importantly to the financial planners of the future—our financial planners—the families who will depend on their advice, availability, and leadership will not have to first experience life as clients of an immature practice before enjoying the fruits of a sophisticated team-driven approach that puts them squarely at the center of everything.