Client Service Associate / Admin. Assistant

Description

Intrua Financial LLC, an affiliate of Larson Financial Holdings LLC., is seeking an in-office Client Service Associate / Admin. Assistant in the Houston TX. area to manage the client service operations of an Advisor’s practice. This position will have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice, and it is the Client Service Associate’s duty to ensure that the Advisor is spending their time in meetings and prospecting. This position offers a competitive salary.

 Responsibilities include, but are not limited to:

• Provide general support to visitors and handle incoming and outgoing mail
• Answer direct phone calls, take messages and handle inquiries
• Order and manage office supplies inventory, ensuring stock levels are maintained
• Assist in planning and organizing company events and meetings
• Help develop campaigns and maintain relationships to increase penetration of existing markets
• Provide outstanding service to reproduce top clients
• Gather data from clients for preparation of financial plan
• Enter and manipulate information into Contact Management System and Financial Planning software
• Maintain all calendar related items, schedule and confirm all meetings
• Implement client “touches” to create concierge experience resulting in consistent referrals
• Perform follow up and process new business; manage existing client relationships
• Use email and notes to track the next step in the planning process for client, set reminders as necessary

Requirements

• Previous financial advisory services or similar experience required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
• The client must be able to rely on the CSA to answer questions and resolve issues
• Must be a self-starter and goal-oriented requirements 

Skills and Experience:

• Entry level to 2 years of experience
• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Excellent verbal and written communication
• Service oriented attitude
• Ability to maintain confidentiality of information
• Ability to coordinate multiple tasks and priorities in a fast-paced environment
• High attention to detail
• Proficiency with Microsoft Office, CRM and superior phone skills
• Exceptional organization and problem solving