Client Service Paraplanner

Description:

Client Service Paraplanner

Summary: The Client Service Paraplanner position requires demonstrated competence in client services within the Financial Services field. Responsible for managing all client contact to ensure positive client experiences and client satisfaction. Responsible for developing and maintaining client relationships. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This position may be responsible for:

· Supporting lead advisor

· The client experience including meeting preparation, assisting during client meetings, and client follow up including summarizing notes, emails, phone calls and financial data

· Using Salesforce/CRM to manage client records and document client interaction for task initiation and completion of action items

· Reviewing and updating client information as needed for client review meetings

· Taking notes during meetings and preparing summary letters

· Managing meeting schedules for advisor and clients

· Making outbound calls and emails to service existing clients

· Answering client questions via email and phone call, and resolving client issues

· Confirming transactions with clients

· Assisting clients with money movement requests and other transactions

· Executing client projects and performing related work as required

· Reviewing and preparing investment reports for client meetings

Requirements:

· Fully licensed with Series 7, 66 (or 63 and 65) and Texas life insurance licenses

· Bachelor degree or equivalent experience required

· 3-5 years of experience in the financial industry

· Salesforce/CRM experience preferred

· Strong analytical and written communication skills (both written and verbal)

· Organized and detail oriented while also being problem solving and solutions oriented

· A team player

· Strong sense of ownership, ability to work quickly and accurately

· Positive attitude and sincere willingness to constantly learn and grow

· Proficient in Microsoft Excel, Word, and Outlook

Starting compensation $120,000 plus bonus depending on experience and qualifications.