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Client Service Associate
Our client, located in Sugar Land, TX, is in need of a Client Service Associate for a Direct Hire opportunity.
Company Profile:
Financial planning and wealth management firm
Very professional environment
Team environment
Strong leadership
Opportunity for growth
Your Role:
The main purpose of this role is to support the financial planning team with the processing of all paperwork.
Responsible for service requests such as beneficiary changes and any other changes that are requested
Must be comfortable with processing large amounts of paperwork that includes confidential information
Will ensure that clients are happy with the services offered
Will always provide excellent customer service
Background Profile:
Bachelor’ s Degree
3+ years of professional work experience in a professional services organization
Previous experience in financial planning, banking, mortgage or other industries where there is a large amount of paperwork processing
Must either have or be willing to obtain Life and Health insurance license within the first 90 days of employment
Must be very detail oriented and organized
Must be ok with both working back office, but also comfortable with speaking to clients
Must thrive in a fast-paced work environment
Will be required to wear professional dress at all times
Features and Benefits:
The company will reimburse for the cost of the Licenses
Team bonus plan that pays up to 10% of salary
Medical and Dental plan with company paid contribution
PTO – approx. 19 days
9 paid holidays
Retirement plan after 1 year
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