Client Support Specialist - Executive Benefits and Financial Services

Choice Insurance • Fargo, ND

18d

About The Position

WHAT YOU WILL DO Assist the financial advisor team with client service, including scheduling and preparing for client meetings Assist the financial advisor team with client servicing tasks such as account opening, documentation, beneficiary changes, and generating reports. Compiling client financial information and populating data in financial planning software Assist in the analysis of client objectives and development of planning strategies Support advisory team in the preparation and fulfillment of client applications and forms Support the management and administration of Insurance contracts and investment accounts, which may include Life, Disability, Long Term Care, Annuities, Retirement Accounts, and Non-Qualified Accounts. Ensure all processes adhere to company policies and regulatory requirements (e.g., FINRA, ERISA, DOL guidelines). Work with the team to continue to develop, enhance and/or refine the company’s procedures and policies Assists with departmental projects. Performs assigned duties within the department. Works under direct supervision WHAT YOU WILL ENJOY Company paid Voluntary Life and Short-Term Disability insurance Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance) 401(k) match Paid Time Off & Birthday PTO HSA or FSA Licensure assistance Security of working for a stable, independent agency with a defined path for internal succession A supportive team environment that celebrates success Positive work-life balance

Requirements

• 1-3 years relevant financial planning industry experience preferred
• Preferred 2-year degree in Finance, Business Administration or related field or equivalent combination of education and/or experience
• Basic knowledge of commonly used concepts, practices, and procedures necessary to perform the functions of the job.
• Excellent written and oral communication skills
• Client-centric with a team mentality
• Ability to multi-task and manage time effectively
• Detail-oriented, analytical, and accountable
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• The ability to analyze financial data, interpret complex plan documents and regulations, and solve problems is crucial.
• Life & Health Insurance license required within 60 days of hire (Assistance provided)

Responsibilities

• Assist the financial advisor team with client service, including scheduling and preparing for client meetings
• Assist the financial advisor team with client servicing tasks such as account opening, documentation, beneficiary changes, and generating reports.
• Compiling client financial information and populating data in financial planning software
• Assist in the analysis of client objectives and development of planning strategies
• Support advisory team in the preparation and fulfillment of client applications and forms
• Support the management and administration of Insurance contracts and investment accounts, which may include Life, Disability, Long Term Care, Annuities, Retirement Accounts, and Non-Qualified Accounts.
• Ensure all processes adhere to company policies and regulatory requirements (e.g., FINRA, ERISA, DOL guidelines).
• Work with the team to continue to develop, enhance and/or refine the company’s procedures and policies
• Assists with departmental projects.
• Performs assigned duties within the department.

Benefits

• Company paid Voluntary Life and Short-Term Disability insurance
• Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
• 401(k) match
• Paid Time Off & Birthday PTO
• HSA or FSA
• Licensure assistance
• Security of working for a stable, independent agency with a defined path for internal succession
• A supportive team environment that celebrates success
• Positive work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree