Financial Client Operations Associate

Company: Hoover and Associates Insurance and Financial Serv
Location: Royal Oak
Posted on: January 7, 2022

Job Description:

Hoover and Associates is a fast-paced, dynamic and growing insurance and financial services company with exceptional benefits and a generous retirement plan. Located in Royal Oak, Hoover and Associates' reputation is built on over 30 years of commitment to financial services, insurance, and employee benefits planning. -We pride ourselves in creating a positive, can-do, culture where each member is valued and appreciated.
As a full-service Insurance and Financial Planning firm, our mission is to deliver remarkable results to clients through our diversified business model that allows us to not only tackle a variety of problems, but to also create differentiating solutions. Working as a team, we focus on determining the client's needs and objectives, and providing unbiased advice and innovative solutions to make them a reality.
The Client Service Associate position in our Wealth Management department will be responsible for coordination and completion of operational tasks for our clients and advisors. The primary goal of the position is seamless execution, which provides a stable foundation for the department to operate. They will work closely with our team to implement strategies that enhance our client's lives.
We're looking for someone who excels in operational expertise and client service. From account opening and service, to navigating custodial matters, they'll have the chance to work across all spectrums . They need to possess the desire to make things happen behind the scenes and will be comfortable in the role for the long term, building relationships with both clients and advisors. -
Key Responsibilities: -Execute operational tasks with our broker dealer, custodial, and investment partners - Prepare financial planning materials for new and existing client reviews - Interface with clients and prospects regarding questions, requests or situations - Assist in the client on-boarding process and experience - Work with advisors to communicate and execute the planning process - Track and monitor client goals and expectations
Typical Day Might Include: - Implement and communicate operational requests from clients and planners (examples; cash management transfers, account opening, and account maintenance) - Draft and submit paperwork and requests to custodians for processing - Collaborate and communicate with planners about client operational needs - Maintain appropriate documentation and recordkeeping for each client - Self-manage various projects and deadlines to ensure completion
Knowledge and Abilities: - Analytical and process driven - Strong organizational skills with attention to detail; must be able to prioritize - Client service and relationship building abilities - Ability to work in a team-focused, collaborative environment
Experience and Qualifications: - Bachelor Degree Preferred - Experience with financial planning software (eMoney preferably) - 3+ Years of Industry experience
Benefits Include:Medical and Dental Insurance401(k) planProfit Sharing PlanOptional life, accident and disability coverageProfessional designations and educational reimbursement

Keywords: Hoover and Associates Insurance and Financial Serv, Royal Oak , Financial Client Operations Associate, Accounting, Auditing , Royal Oak, Michigan