JOB TITLE: Client Support Specialist
STATUS: Fulltime Salary
REPORTING: Matt Arnold, President
ADDRESS: 5116 Children’s Home Bradford Road, PO Box 657, Greenville, OH 45331
CONTACT: Crysta Bloomingdale, 937-548-2210, ext. 228
APPLICATIONS: Email resumes to firstname.lastname@example.org
ABOUT FAS: Financial Achievement Services, Inc. (FAS) was founded in 1977 as a full-service financial services firm. We have a national clientele, which is served from our headquarters in Greenville, Ohio. The professionals at FAS offer financial planning, estate conservation, and investment management services. We strive to be recognized and respected for our planning services and our financial advisor training center that currently serves nineteen investment professionals.
As a Client Support Specialist with FAS, you will be working closely with an advisor as a team. Oftentimes, you will be one of the initial contacts for our clients, as well as a customer service representative throughout their relationship with FAS. This role includes but is not limited to: utilizing current client relationship management software, preparing for and documenting client meetings, managing insurance services for clients, assisting financial advisors in managing relationships with their clients, assisting in investment research, supporting online account access for clients, and continually learning and training on new technology developments and industry regulatory changes.
We are seeking a team player who thrives in a fast-paced and ever-changing environment who possesses multi-tasking skills with the ability to prioritize to best meet our clients’ needs. This position requires a self-managed person who is motivated, goal and results oriented, and is a good listener. Accuracy and confidentiality are a must. Basic understanding of the financial planning process is desired.
We are seeking an individual who could eventually grow into the role of a Financial Paraplanner on the FAS Team. This role will be critical for the future and vision of FAS.
EDUCATION and EXPERIENCE:
DUTIES AND RESPONSIBILITIES (other duties may be assigned):