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Client Services Associate
Description:
We have an exciting opportunity for a customer-driven and dynamic individual looking to get into the financial services industry or that has financial services experience. At Pensionmark Financial Group, we're not your typical customer success center – we're a dynamic, forward-thinking organization that believes in thinking outside the box to provide outstanding customer service. If you have a passion for helping others on their financial journey and are looking for a role that offers growth opportunities in a vibrant environment, then this is the place for YOU . As a Client Services Associate, you will assist participants through their financial journey utilizing the tools/resources available through Pensionmark’ s proprietary SMARTMap Financial Wellness program. Through this position, you will receive ongoing hands-on training, mentoring, and open communication in a team-oriented environment. With the responsibility for the day-to-day duties of servicing clients and advisors, the Client Services Associate helps ensure that all customer communication is handled in a timely, accurate, and professional manner. The best fit is someone looking for a rewarding position, working alongside respectful, dedicated team members in an organization that values its employees as individual people. This position is an excellent opportunity for anyone who wants to start a new career or transition into a different field within Financial Services. Experience in the 401(k) field isn't mandatory for this role. We are looking for candidates who are passionate about ensuring customer satisfaction and eager to learn new knowledge and skills. Typical Duties and Responsibilities Respond to customer inquiries via phone, email, and chat with integrity, ensuring satisfaction. Support customers spread across various geographical locations. Guide transactional requests related to account changes, rollovers, loans, and withdrawals, coordinating with retirement plan providers as necessary. Manage participant interactions in Salesforce, ensuring accuracy and completeness, and follow up with customers as needed. Assist customers with enrollment in SMARTMap’s Financial Wellness program resources and tools. Actively collaborate with the Client Services Team and Advisor Support departments to enhance overall client satisfaction and find appropriate solutions. Identify opportunities for process improvement and efficiency, actively participating in the evolution of our service delivery. Foster collaboration across departments to ensure a seamless and holistic approach to client support. Consistently adhere to industry best practices, maintaining a high standard of service and professionalism. Continuously seek opportunities for professional development to stay at the forefront of industry trends. Job Qualifications /Skills to Bring BA/BS degree from an accredited university preferred, but not required Previous experience in the finance and/or investment market/securities preferred, but not required 1-3 years of experience in customer service, operations support or administrative support role Bilingual in Spanish preferred but not required Superb verbal, written communication, and interpersonal skills Superb computer skills, including familiarity with Microsoft Office Suite, Salesforce, and/or HubSpot Strong attention to detail Ability to work efficiently and accurately under pressure and to meet deadlines Ability to work independently and to proactively seek new responsibilities Ability to work well in a team environment with multiple departments Emotional intelligence (EQ), Attunement and Empathy Compensation The hourly rate for this non-exempt position generally ranges between $23.00-$32.00 per hour. This range is an estimate, based on potential employee qualifications and operational needs. Perks & Benefits 401(k) with employer match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Generous Paid time off policy Paid Mental Health Days Flexible Spending Account (FSA) Healthy work/life balance Maternity/Paternity Leave policy About Pensionmark Financial Group Pensionmark Financial Group is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, Pensionmark supports $48B assets 1 across 65 offices and 310 team members. Stimulating Environment At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Pensionmark DEI Statement: Pensionmark Financial Group is an equal opportunity employer. Pensionmark Financial Group is committed to upholding a respectful, understanding, and supportive environment that is inclusive of all identities. We believe in fostering a workplace that encourages employees to bring their unique lived experiences to the table, valuing the diverse perspectives of our team. We feel it’s important to understand and represent the communities we serve; to that end, we will continue to innovate beyond industry standards and aim for our team to match the needs of our customer demographics. Why Pensionmark? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc) Opportunity to study and train to obtain FINRA exams (6, 65,7) Friendly and collaborative work environment Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering. 1 As of December 31, 2020 the Pensionmark network of advisors and independent advisory firms collectively provide investment management and retirement plan consulting support to over $41.4 billion in assets, including discretionary assets under management (AUM) of over $7.0 billion. Powered by JazzHR
Company:
World Insurance Associates
Posted:
May 16 on The Resumator
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More About this Listing: Client Services Associate
Client Services Associate is a Jobs Client Services Associate Job at World Insurance Associates located in United States. Find other listings like Client Services Associate by searching Oodle for Jobs Client Services Associate Jobs.
Client Services Associate is a Jobs Client Services Associate Job at World Insurance Associates located in United States. Find other listings like Client Services Associate by searching Oodle for Jobs Client Services Associate Jobs.