Client Service Associate - Wealth Management
Aon · South Jordan · $42,000–$55,000 (stated in the posting)
Posting DescriptionDescription
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary of the Role: As a Client Services Associate, you will develop long-term positive relationships with our clients both by getting to know them personally, as well as handling all their account servicing needs with ease. Whether someone needs help with a big project or a small question, they will feel confident calling you because you are friendly, capable, and reliable. When you lead a task, you follow it through to the very end. You have a thorough understanding of financial terms, offerings, processes, and resources, and know how to tailor those strategies to meet individuals’ specific needs. You can seamlessly navigate between clients, advisers, and our back-office processors to service accounts. Your motto is “I can look after that for you!”
Essential Duties and Responsibilities:
- Build relationships with clients over the phone, in-person, and through email
- Receive inbound calls from clients, providing outstanding service and accuracy for requests and questions
- Contact clients periodically to give account and market updates
- Keep impeccable notes on assigned tasks and projects on CRM
- Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
- Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to capture signatures, and walking clients through their new accounts
- Prepare reports and paperwork for scheduled appointments
- Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
- Run annual audits to ensure clients are compliant with tax requirements
- Assist administrative staff and financial advisers with projects as requested
- Conduct and present 401k fund research and analysis to plan participants
- Work with outside fund and annuity companies to service client accounts
- Coordinate between business partners and professional contacts
Knowledge, Skills, and/or Abilities:
- Strong interpersonal, record keeping, attention to detail skills
- Ability to multi-task, prioritize, and manage deadlines
- Comfortable with educating and guiding clients
Education and/or Experience:
- Bachelor’s degree required; major in finance related field preferred
- 1+ year financial industry experience
- Experience working with high level of confidentiality
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $42,000 to $55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
2590876Description
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary of the Role: As a Client Services Associate, you will develop long-term positive relationships with our clients both by getting to know them personally, as well as handling all their account servicing needs with ease. Whether someone needs help with a big project or a small question, they will feel confident calling you because you are friendly, capable, and reliable. When you lead a task, you follow it through to the very end. You have a thorough understanding of financial terms, offerings, processes, and resources, and know how to tailor those strategies to meet individuals’ specific needs. You can seamlessly navigate between clients, advisers, and our back-office processors to service accounts. Your motto is “I can look after that for you!”
Essential Duties and Responsibilities:
- Build relationships with clients over the phone, in-person, and through email
- Receive inbound calls from clients, providing outstanding service and accuracy for requests and questions
- Contact clients periodically to give account and market updates
- Keep impeccable notes on assigned tasks and projects on CRM
- Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
- Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to capture signatures, and walking clients through their new accounts
- Prepare reports and paperwork for scheduled appointments
- Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
- Run annual audits to ensure clients are compliant with tax requirements
- Assist administrative staff and financial advisers with projects as requested
- Conduct and present 401k fund research and analysis to plan participants
- Work with outside fund and annuity companies to service client accounts
- Coordinate between business partners and professional contacts
Knowledge, Skills, and/or Abilities:
- Strong interpersonal, record keeping, attention to detail skills
- Ability to multi-task, prioritize, and manage deadlines
- Comfortable with educating and guiding clients
Education and/or Experience:
- Bachelor’s degree required; major in finance related field preferred
- 1+ year financial industry experience
- Experience working with high level of confidentiality
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $42,000 to $55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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