Client Relations Associate

posted:
Location
Madison, Wisconsin
Industry
Administrative & Support Services (Office and Administrative Support Occupations)
Job Type
Full-Time
Working Hours
8:00 AM - 5:00 PM
Salary
US$ 21.00 - US$ 24.00 per hour
Ref. Number
S_53367
Contact
Jacob Tazelaar, Spherion
Phone
608-2746000
Apply Now

Job Description

One of our clients is searching for a permanent associate to join their small team! Do you thrive on taking initiative and flexing around shifting priorities while providing administrative support? Are you looking for an opportunity to join a small, but comprehensive financial planning firm specializing in retirement, investment, estate, insurance and tax planning? If so, this could be the perfect role for you!

Responsibilities:
Perform tasks related to pre-filling of applications for new accounts and transfers of funds.

If licensed, reallocate assets within accounts under the direction/supervision of planner
resulting in timely and accurate reallocations.

Initiate and prepare communication with clients resulting in deadlines being met and client
satisfaction.

Perform related processing functions that result in completed records and preparation for client
meetings that meet company standards.

Perform a variety of tasks that support new business development.

Provide clerical, administrative and backup support that result in an efficient and professionally
run office.

Schedule appointments and keep an accurate calendar.

Prepare for client meetings utilizing several systems including databases (primarily OnBase), spreadsheets, research tools, Morningstar, eMoney, Redtail (CRM) and office equipment.

Request and organize quotes and hypothetical illustrations

Maintain knowledge of application / enrollment procedures and timelines and be able to
communicate these to other staff and clients.

Working hours: 8:00 AM - 5:00 PM

Skills:
Excellent team skills, positive attitude, high ethical standards and ability to maintain
confidentiality of sensitive information.

Strong oral and written communication and organizational skills and attention to detail.

Proven ability to prioritize effectively, manage a variety of tasks and be flexible with shifting
priorities.

Strong customer service skills with commitment to quality, accuracy and timely completion of
work.

Ability to maintain composure under stressful situations and deadlines without exhibiting
negative behaviors.

Strong relationship building skills both internally and externally.

High degree of professionalism, tact and sensitivity to strengthen our image in the marketplace and amongst its clients.

Strong computer skills with particular strength in navigating different systems and organizing
data. Proficient in Microsoft Office, Excel, Outlook and CRM (Client Relationship Management)
software.

Education:
Bachelors

Experience:
1-4 years

Qualifications:
Minimum of Associate Degree in Business or equivalent trade-off in related professional work
experience. Additional training in customer service and financial planning desired.

Licensure to include Series 6/7, life and health insurances. If not currently licensed there is an
expectation for application/testing for such licenses will be made within the first year of
employment.

Minimum of 2 years of administrative support, customer service and general office work
required. Experience in financial services industry preferred.


Apply Today!

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

Apply Now