Client Services Associate
Reports To: Client Services Manager
Benefits & Perks:
We offer a competitive benefits package designed to support our employees' well-being and long-term success, including:
- Generous paid time off and company holidays.
- Medical and dental insurance coverage.
- Company-paid life insurance.
- Short-term and long-term disability benefits.
- 401(k) plan with profit-sharing opportunities.
About Fortune Financial:
Fortune Financial partners with individuals, families, business owners, and corporate professionals to help them navigate important financial decisions. Through a personalized and planning-focused approach, we work to develop strategies that align with each client's goals and long-term objectives. Our team is committed to delivering a high level of service, professionalism, and client care.
Opportunity Overview:
Fortune Financial is seeking an organized, service-oriented professional to join our team as a Client Services Associate. This position plays a key role in ensuring a positive client experience by supporting account servicing, administrative operations, and financial planning activities.
The ideal candidate enjoys working in a collaborative office environment, thrives on managing multiple priorities, and takes pride in providing outstanding support to both clients and team members. This role involves direct interaction with clients and responsibility for helping facilitate investment, insurance, and annuity-related processes from start to finish.
Success in this position requires strong attention to detail, excellent communication skills, a proactive mindset, and a commitment to delivering exceptional service.
What You'll Do:
- Coordinate and support daily office and operational activities.
- Arrange and manage client appointments and calendar scheduling.
- Prepare meeting materials and supporting documentation.
- Assist with new account establishment and account maintenance requests.
- Gather and review client information to facilitate account processing.
- Submit and monitor investment and insurance-related paperwork.
- Liaise with custodians, broker-dealers, and third-party vendors.
- Address client questions and service requests in a professional and timely manner.
- Maintain accurate records within the firm's CRM system.
- Ensure documentation is retained according to compliance requirements.
- Provide administrative assistance related to compliance and marketing initiatives.
- Contribute to special projects and support team priorities as needed.
Qualifications:
- At least one year of experience in financial services, customer service, administrative support, or a related field.
- Associate degree or equivalent combination of education and experience.
- Strong organizational and time-management abilities.
- Exceptional attention to detail and commitment to accuracy.
- Ability to prioritize competing responsibilities in a fast-paced environment.
- Excellent verbal and written communication skills.
- Professional demeanor and client-focused attitude.
- Ability to work independently while contributing to a team-oriented culture.
- High ethical standards and discretion when handling confidential information.
- Comfortable learning industry procedures, systems, and compliance requirements.
- Proficiency with Microsoft Office applications.
- FINRA Series 6 or 7 and Series 66 (or Series 63/65) licenses are a plus but not required.
Why Join Our Team?
At Fortune Financial, you'll become part of a close-knit organization where your contributions directly impact the client experience. We value collaboration, initiative, and a commitment to excellence, and we provide opportunities for growth in a rewarding and professional environment.