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Client Services Admin

Loveland, OH 45140

Posted: 06/09/2023 Employment Type: Direct Hire Industry: Administrative Job Number: 10713

Job Description

Client Services Admin
If you are looking for an exciting opportunity to grow your career in the financial industry, work closely with the owner, and be part of a supportive and tight-knit team, we invite you to apply!
Why you should work here:
  • Small company with a close-knit, family-like atmosphere.
  • Direct interaction with the owner, providing a great opportunity for learning and growth.
  • Room to grow within the company, with a willingness to invest in your licensing.
  • Your voice will be heard and you will have an active role in shaping the company's decisions.
  • Quarterly bonus based on company profitability, rewarding your contributions.
  • Enjoy the company of the office puppy!
  • Excellent Benefits!
Responsibilities include:
  • Building and maintaining relationships with clients, providing professional and knowledgeable assistance.
  • Answering preliminary financial questions and providing guidance on topics such as IRAs and Roth IRA accounts.
  • Attention to detail in all financial transactions and documentation.
  • Assisting team as an extension of their expertise.
  • Participating in marketing and relationship-building activities, including upselling opportunities.
  • No annuity experience is required for this role.
What you need to succeed:
  • Ability to pass a background check and credit check.
  • 2-4 years of experience in the investment, banking, or financial industry.
  • Strong work ethic, embracing the company's culture of hard work and accountability.
  • Excellent communication skills, both verbal and written.
  • Detail-oriented mindset and ability to handle complex financial tasks.
  • Bachelor's degree in a related field (preferred but not required).
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