Client Services Associate

Job description “It’s about the people who depend on us.” We are a rapidly growing financial services firm. We are responsible for the financial future of whole families, and we are looking for someone to help us help those who depend on us. Who We Are Everything we do flows from the idea that we are in business to help provide a secure financial future for the families who depend on us. We work with our clients to help them understand their financial options & opportunities. This includes strategies to save on taxes, increase wealth, manage risk, exit their business, and leave a legacy to the next generation. To that end, we are looking for an Account Coordinator Specialist to join our team who can provide an excellent level of support for our clients while providing that critical infrastructure for this process. The Role The role of our Account Coordinator Specialist is to efficiently complete forms accurately to open new accounts. Your positive attitude will enhance our client experience, while your organizational aptitude will support the administrative and operational functions of the Financial Advisors. Our ideal candidate works well as part of a team and does not get ruffled by high pressure deadlines. The duties include: · Open new accounts with clients and then process the paperwork through to 100% completion. · Work effectively via email and phone with back office agencies and companies to transfer accounts in, keeping detailed records to report progress during weekly team meetings. ·Data entry, including entering meeting notes and ensuring that client and prospect data is kept current within the CRM. · Administrative support that includes, but is not limited to answering phones, responding to incoming emails, meeting with clients and prospects. Who You Are You thrive in a high-energy office environment. You are outgoing and enjoy client interaction, and you find satisfaction in helping people. You enjoy resolving client concerns and you ask questions to help dig into the heart of problems. You are a problem solver with a high work ethic, and you have a good understanding of technology. You are punctual, organized, and self-motivated. You are also detail-oriented and checklist-driven. You will receive a salary that matches the benefits you bring plus there is a bonus structure in place for production milestones and we have plenty of room to grow. Once you pass your 90-day introductory period, you will be eligible for benefits including health insurance, a retirement plan with matching contributions, flexible PTO, plus we are closed from Christmas through New Years’ Day. REQUIRED SKILLS AND QUALIFICATIONS: · Strong working knowledge of MS Office suite of programs · Excellent organizational and multitasking skills. · Attention to detail and ability to independently solve problems · Familiarity with customer-relationship management (CRM) software programs · Ability to explain complex concepts in a clear, simple manner to clients. · Excellent organizational and multitasking skills. · Ability to maintain a calm and polite manner even when clients are stressed. · Willingness to cooperate with clients and management to resolve any issues that may arise. To Apply: At the WealthCare Corporation we do all that we do in our business by a set of company values. To that end we have created a page on our website that explains our values and as part of the application process we ask that you interact with those values. To apply for this position please do not apply through Indeed. Please visit our website at the following link https://wealthcarecorp.com/career/client-services-associate/ to apply. There you will find a place to upload your resume, take a brief questionnaire, and interact with our company values. Any applicant that applies directly through Indeed and not our website will not be considered. Job Type: Full-time Pay: From $18.00 per hour Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Ability to Commute: Springfield, MO 65804 (Required) Ability to Relocate: Springfield, MO 65804: Relocate before starting work (Required) Work Location: In person