Job Description
Financial Services Support Associate
Job Summary
We are seeking a highly organized and detail-oriented Financial Services Support Associate to provide critical support to financial professionals. This role ensures seamless execution of business development, operational processes, group benefits enrollments, and office management functions. The ideal candidate is proactive, customer-focused, and adept at handling confidential client information with professionalism and discretion.---
Key Responsibilities
Client Service & Administrative Support
· Serve as a primary point of contact for clients, addressing inquiries and facilitating communication between advisors and clients.
· Manage client data, schedule review meetings, and prepare necessary documentation for appointments.
· Maintain and document client interactions in the client management system.
· Process and follow up with clients regarding service requests.
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New & Existing Busine...