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Client Service Associate

Cedar Rapids, IA

Job Information:

Strategic Financial Solutions is seeking a positive, loyal, and fast-paced individual with financial industry experience, as well as, client service or administrative 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:
  • Knowledge of financial industry products, as well as financial industry experience
  • College degree preferred and 5 years experience in Administrative/Client Services
  • 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

For more information about Strategic Financial Solutions, visit our website!

To apply, send your resume today!

Applying for:

Client Service Associate

Strategic Financial Solutions

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Posted 06/28/18

Job ID: 64802