Wealth Management - Client Service Assistant
Elgin, IL Wealth Management / Financial Services
Job Type
Full-time
Description

Mueller Financial Services provides comprehensive financial planning, investment advisory services, business planning services, employer sponsored retirement plans and insurance-based solutions through a team of experienced professionals and support staff.


Position Summary


We are seeking a highly motivated, proactive and client service-oriented person with prior experience in the financial services field to support registered representatives and who have a willingness to work hard and want to be part of a fast-paced, growing and friendly office. Must have excellent written and verbal skills, ability to manage multiple tasks, work independently, a good team player and a strong attention to detail. Outstanding interaction with clients is a must.


Responsibilities

  • Prepare account paperwork (new account, distribution/contribution, etc.) and follow up with clients and sponsor companies as needed
  • Schedule and prepare for client meetings and reviews, including the preparation of reports, proposals, and financial illustrations
  • Ability to maintain effective working relationships with clients by assisting with their requests and account actions to completion
  • Maintain client records, CRM database, and compliance files
  • Interface with team members, broker/dealer, Registered Investment Advisor (RIA), fund companies, multiple custodians, and insurance companies
  • Participate in the continued growth planning, process and developing solutions to identify issues as well as proposing new ways of working efficiently and effectively

Qualifications

  • Excellent client service skills
  • Strong attention to detail with the ability to work independently while embracing team collaboration
  • Ability to manage multiple projects at once with consistent follow-through 
  • Displays exemplary professional communication skills
  • Process driven and results oriented  
  • Experience working in the Qualified Retirement Plan area is desired, but not required
Requirements
  • Minimum 3 years' experience in the financial services industry
  • Understanding of securities and financial planning operations and administrative issues
  • Bachelor’s degree preferred

PM21