Client Service Associate

Client Service Associate

Heckman Financial and Insurance Services, Inc. | San Jose, CA, 95101, US
Salary Range:$41,000 – $66,000 Salary range estimated by Zippia

Posted 5 days ago

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Client Service Associate

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in San Jose, CA is seeking to add a Client Service Associate to our Team!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocation, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.

Minimum Requirements:

• Associates Degree preferred

• Financial Industry experience required

• 2 + years working alongside a Financial Advisor in a fast-paced office environment

• Securities and insurance licensed preferred or willing to obtain within 90 days

• Experience with MS Office Suite and the ability to learn new software quickly

This position requires that you possess the following skills:

• Strong organizational skills

• Excellent communication both written and verbal

• Attention to detail and accuracy

• Proactive Management Style and consistent follow-through


This Client Service Associate will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:

• Receive incoming client service calls in a friendly manner

• Complete each service request and resolve client issues

• Input notes into CRM and keep updated

• Coordinate and follow up on each client transfer

• Review application prior to submission

• Prepare client review summary for upcoming appointments

• Maintain professional communication with clients and staff

• Assist with Client update reports and mailings

• Assist in setting client appointments for Advisor

• Assist with New Business processing

Office Administration:

Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:

• Act as a phone back-up to other office personnel for phone coverage

• Help to keep database up to date and accurate

Salary Base - $55,000 - $65,000 BOE

Presented by Advisor Employee Services

Thank you for your interest in the Client Service Associate role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!