Refine Wealth Strategies is a dynamic, boutique wealth management firm with a mission to educate the community regarding all things financial and empower others to live their best lives. We design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures along the way. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning and risk management.
Description
The Client Service Associate will be disciplined in the execution of all recommendations for clients as they move from the planning process to the implementation phase. They will also be responsible for helping to maintain client relationships by providing a high level of customer service to enhance the overall client experience. The Client Service Associate will be innovative and solutions-oriented throughout their interactions internally and externally, and able to thrive, adapt and move chaos to order.
Responsibilities include but are not limited to:
- Facilitate and assist in the creation of investment accounts and insurance policies, including data gathering and paper/digital signature requests
- Completion and submission of applications/account paperwork for processing
- Scheduling medical exams
- Proactive communication with the client throughout the implementation process
- Handle insurance and investment client service issues and process incoming client service requests including but not limited to processing address changes, bank changes, beneficiary changes, loan requests, and account inquiries
- Develop area specific expertise to enhance our efficiency and client experience
- Manage client correspondence, notes, and files, and maintain compliant client records
Requirements
- Bachelor's degree
- 1-3 years of financial industry experience preferred
- Series 7 & 63 registrations and life, accident & health insurance licenses or willingness to obtain in the first 6 months of employment
- Ability to create and maintain systems for high volume of work, and stay organized in a fast-paced environment
- Strong customer focus, excellent social skills, and is team oriented
- Strong communication skills, attention to detail and consistent follow through
- Ability to multi-task, prioritize, and work efficiently
Refine Wealth Strategies is a marketing name for doing business as representatives of Northwestern Mutual. Refine Wealth Strategies is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.