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Client Services Associate

Cedar Rapids, IA

Job Information

Client Services Associate

Strategic Financial Solutions is seeking a positive, loyal, and fast-paced individual with client service or administrative experience, as well as , Financial industry experience. As a Client Services Associate, you will be responsible for delivering the highest quality and professional service to our existing clientele, as well as new clients to our successful financial services firm. You will work with the advisors to provide pre-sale and post-sale support including proposals, illustrations, setting appointments, communicating and maintaining information both to our clients and advisors. Financial industry experience is preferred, but we are willing to provide the necessary training to the right candidate.

The core values of our firm consist of:

Respect, Teamwork, Integrity, Accountability, & Purpose

Desired Abilities & Experience:

•College degree preferred and 5 years experience in Administrative/Client Services

•Knowledge of financial industry products

•Currently licensed or have an ability and willingness to obtain Life & Health Insurance and Variable Securities license in the future

•Working knowledge of Microsoft Office

•Prefer knowledge of database tracking systems such as Salesforce, Redtail, or another Client Relationship Management System.

•The ability to prioritize assignments, strong ability to multi-task, and the capability to work under pressure

•Excellent oral/written communication, organizational, problem solving, and relationship building skills

E-mail resume in complete confidence to Full background check and fingerprinting is required.

Posted 09/09/16

Job ID: 20302567
Mactive ID: 32241