New Business Associate - St. Louis, MO

Advisor Talent Solutions•St. Louis, MO

1h•$55,000 - $65,000•Onsite

About The Position

Our fast-paced financial firm in St. Louis, MO is seeking to add a New Business Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. The New Business Associate is responsible for assisting Financial Advisors by engaging with prospective clients and ensuring an exceptional client experience throughout the process.

Requirements

Advanced proficiency with Microsoft Office Suite and the ability to learn new software quickly
Experience with CRM systems and other databases
Strong organizational skills with the ability to prioritize projects and manage time effectively
Excellent customer service skills, including superior verbal and written communication
Demonstrated strong follow-through and reliability
Positive and professional attitude
Persistent and dedicated to achieving high-quality results

Nice To Haves

2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience in the financial industry preferred

Responsibilities

Complete and process new business applications (Schwab and Insurance Company)
Collaborate with client and their employer to complete In Service Distributions/Rollovers
Follow up on pending new business with the appropriate companies and call each individual client with an update
Assist clients with policy questions, issues, and concerns, providing excellent customer service
Build and strengthen client relationships through ongoing communication and support
Maintain and update client and office databases
Discuss Pending Business Report during weekly team meeting
Manage all scanning and filing of documents
Accurately record notes and outcomes from client interactions
1st backup for answering phones
2nd backup for scheduling and confirming Advisor appointments
Crosstrain with the Client Service Associate