Client Service Associate
Boutique Recruiting
- Helena, MT
- $47,840-54,080 per year
- Permanent
- Full-time
- Support the team in managing and tracking client interactions and transactions
- Field incoming phone calls
- Call clients and schedule meetings
- Assist with paperwork for about 700-800 households
- Perform data entry using Microsoft Dynamics 365 CRM
- Facilitate paperless and automated processes for opening accounts
- Work closely with annuity companies and help in processing advisor transactions
- Ensure compliance with deadlines and assist in managing the team's extensive book of business
- Provide other support services for clients and advisors as needed
- 2+ years of office administrative/management experience in a fast-paced environment
- Bachelor's degree required for candidates without financial services experience
- Must be willing to obtain SIE, Series 7, and 66 licenses within a specified timeframe (if not already licensed)
- Strong multitasking abilities, detail-oriented, proactive, and driven
- Excellent communication skills, both written and verbal
- Experience in financial services or related industries is preferred
- Active involvement in the Helena community is preferred
- Experience with Microsoft Dynamics 365 CRM is a plus
- Medical, Dental, and Vision insurance
- 401k and ESOP contributions
- Generous sick, vacation, and maternity/paternity leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Supportive work environment