Overview
Service Associate Jobs in Brookfield, Wisconsin, USA at Intrua Financial, LLC
Description:
Freedom Wealth Advisors
, an affiliate of Intrua Financial and Larson Financial Holdings, LLC, located in Brookfield, WI, is seeking an experienced, positive customer service-oriented person to fill the Service Associate position. The Service Associate is responsible for assisting the Firm Partners and Client Service Associates with account set up and maintenance, meeting preparation and projects.
ESSENTIAL DUTIES AND RESPONSIBILITIES
:
To perform this job successfully, individual must be able to perform each essential duty satisfactorily.
Requirements:
Responsibilities:
Answer incoming client phone calls
Greet clients who arrive in the office for scheduled meetings
Speak clearly and kindly to all clients, providing outstanding service
Prepare for meetings by offering clients beverages and snacks
Clean after client meetings in preparation for next event
Maintain CRM software to track client data
Complete client account opening and maintenance tasks as assigned
Expectations:
Ability to work with local teammates as well as teammates in other states
Ability to work with multiple financial advisors and multiple projects simultaneously
Be able deliver accurate results and achieve timely deadlines
Anticipate client questions or find the correct answer if unknown
Exercise discretion and empathy for clients
Must be motivated and goal-oriented
Skills and Experience:
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Excellent verbal and written communication
Service oriented attitude
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
High attention to detail
Proficiency with Microsoft Office and Outlook
Exceptional organization and problem solving
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Title: Service Associate
Company: Intrua Financial, LLC
Location: Brookfield, Wisconsin, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator)
