Client Service Associate

Resolute

Resolute

Resolute Wealth Advisor (resoluteadvisor.com) is seeking a Client Service Associate to join our fee-based financial planning and investment advisory firm in Findlay, Ohio. Our business is growing rapidly, and we’d like you to join our team to help provide excellent service to our clients.

Duties and Responsibilities include:

  • Prepare client meeting agendas, notes, and documents needed for client meetings.
  • Assist in the maintenance of the firm’s CRM
  • Process meeting notes, update contact management database and assign and execute workflow tasks
  • Process funds requests, account applications, account transfers, and any other client/account-related tasks needed
  • Handle client issues and requests
  • Assist in the maintenance of the firm document management system
  • Answer phones and provide administrative support as needed
  • Coordinate client meeting scheduling, including in-person and video meetings
  • Assist where needed – we are a small team and we all wear multiple hats
  • Work up to assisting with preliminary financial plan creation (with our training and support, of course!)

Position Requirements:

  • 2 years of experience in the financial service industry
  • Windows and Microsoft Office skills and ability to master new software
  • Ability to handle sensitive and/or confidential client information
  • Excellent administrative writing and verbal communication skills
  • Ability to work independently as well as within a team and prioritize tasks appropriately
  • Ability to manage your own time
  • High attention to detail
  • Excellent client service and relationship management skills
  • This position is full-time, in our office in Findlay

Salary and Benefits

  • Salary will be $55,000 – $65,000 based on experience
  • Full benefits package including incentive compensation, health insurance, 401(k) with matching contributions
  • Certain relocation expenses if needed (to be discussed in more detail when offer letter is presented)
  • Mentorship and learning opportunities
  • Great working environment with professional growth opportunities
  • A healthy work-life balance is a priority to us, and we want it to be a priority for you too

The Process

Qualified candidates will be invited to schedule a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position), then an in-person interview. If there is mutual ground on which to move forward, candidates will be asked to take assessments, and then a second in-person interview. Successful candidates must pass a background and credit check.

The views expressed represent the opinion of Resolute Wealth Advisor, Inc. (RWA). The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While RWA believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the RWA’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

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