Company Description
Turning Point Financial is a full-service financial services firm offering Financial Planning, Investment Management, Insurance & Estate Planning, and Tax & Accounting services. Our Advisors at Turning Point Financial strive to help people from all walks of life to prudently manage their financial affairs by providing clients with value-driven solutions in a straightforward manner. The team consists of Financial Advisors, Financial Planners, Investment Managers, Insurance experts, CPAs and Accountants who share the value philosophy of helping people achieve their goals in life.
At Turning Point, we are dedicated to making a positive impact on our clients, team members, and other in the world. A lived faith and timeless biblical principles fuel our desire to love and serve others with excellence.
Our core beliefs, founded on Christian principles, are
- We foster a community of people who want to live a life that values the other as they value themselves.
- Our financial services are highly integrated, delivered with excellence, and are impact driven.
- Generosity is baked into our company. We have a culture of doing good on purpose.
Role Description
This is a full-time on-site role for a Client Service Associate located in the Frederick, MD area. The Client Service Associate will be responsible for assisting advisors and clients with administrative tasks and for providing excellent customer service on a daily basis in a fast-paced environment.
About You
- You are dependable and act with the highest standards of integrity.
- You have strong verbal and written communication skills and excellent follow-through.
- You love delighting people. You are always thinking of ways to make the client experience easier and more enjoyable.
- You are detail-oriented with a focus on quality and precision.
- You are calm under pressure. In challenging situations you are grounded, compassionate, and find solutions quickly and creatively.
- You love talking on the phone and offering support to help clients or to help the team complete tasks.
As Client Service Associate, you set the tone for the client experience with the warmth and care you demonstrate from the beginning while you:
- Gather personal and financial information from clients.
- Customize, send, and submit documentation.
- Offer friendly follow up with clients via email.
- Open new accounts with care and attention to detail.
- Process client meeting notes in our CRM and follow up on action items.
On a regular basis, you ensure clients are supported in their financial lives by:
- Checking in with clients to help them complete financial tasks.
- Making fund transfers promptly and with attention to detail
- Updating accounts as necessary (beneficiary & title updates)
- Labeling and organizing accounts to track against personal goals.
Qualifications
- Ability to read Job Qualifications
- Professionally and Personally Aligned with our Core Beliefs
- MINIMUM REQUIREMENT of at least 7 years of professional work experience
- MINIMUM REQUIREMENT of at least 5 years of direct experience in the Wealth Management/Financial Planning/Investment Management business
- Bachelor's degree preferred
Turning Point Financial is a growing company providing a great work environment and offering full benefits.