Job Description

Client Services Associate

Are you looking for a career opportunity where you can grow and thrive? Our client, Curran & Keegan Financial, is a financial guidance and planning firm located in the heart of the five college area. Join this woman owned company that prides itself on offering a healthy work / life balance. No specific finance industry knowledge is required.  This is not a sales position. If you have strong administrative and client relationship experience this is an opportunity where there’s room to grow and develop your new career.

In this highly visible Client Services Associate role, you'll provide administrative and operational support to multiple financial planners. You will play a key role supporting and interacting with clients and helping to deepen client relationships. You will use your strong level of attention to detail and analytical skills, on a variety of diversified administrative tasks including event and facilities management.

Compensation

• $40, 000-$45, 000 annually, with quarterly bonus opportunity
• Continuing education encouraged and supported  with additional bonus at the successful completion of the SIE Exam
• The Securities Industry Essentials (SIE) exam provides candidates a basic knowledge of the securities industry
  https://www.finra.org/registration-exams-ce/qualification-exams/securities-industry-essentials-exam
  

Benefits

• Professional development budget for continuing  education and training
• 401k plan including employer contribution
• Full benefits package
• 3 weeks vacation time
• Paid holidays
• Great work/life balance and beautiful office setting

Client Service Associate Requirements:

• Excellent communication and customer service skills
• Strong proficiency with Microsoft Word and Excel
• Bachelor's degree preferred
• 2+ years of work experience

To apply or to learn more, reach out to Johnson & Hill Staffing.
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