Client Service Associate

Who is StrategIQ® Financial Group, LLC?

StrategIQ is a nationwide investment adviser (RIA) registered with the Securities and Exchange Commission (SEC). We take a personalized, hands-on approach to wealth management where passion, integrity, and trust are at the core of what we do. We work with business owners, executives, managers & key employees, professionals, and corporate retirement plans (and their participants). We are an integrated team of talented multi-disciplinary professionals who collaborate like family to help our clients achieve financial success.

About the position.

A Client Service Associate (CSA) is an entry-level position for college graduates or early-career individuals with 1-3 years of experience that are interested in joining our team’s financial planner & advisor training program. Candidates will have the highest integrity, strong communication skills, goal achievers, team orientated, and a passion for helping others.

Qualities

  • Goal Orientated
  • Excellent interpersonal & communication skills
  • Strong analytical & problem-solving skills
  • Ability to contribute in a team atmosphere
  • Passion for helping and making a difference in someone else’s life
  • Ability to prioritize tasks and work in a deadline-driven environment
  • When requested, attend various client social and networking events
  • Gather and maintain client data
  • Enter client information into various systems, including financial planning and CRM
  • Assist the Operations and Investment Groups with client on-boarding
  • Answer routine client questions and service requests

Functional responsibilities

  • CSA’s will begin their training supporting various departments, such as financial planning, investments, client sales, service, & operations
  • Complete regular outreach to clients via phone and email
  • Obtain a strong understanding of internal technological platforms, such as contact management, reporting, and various custodial integrations
  • Prepare presentations and other materials necessary for client meetings
  • Regularly attend internal and external training

Education and experience: Requirements and preferences

  • Bachelor’s degree required, preferred majors include Financial Planning, Finance, Accounting, & Economics
  • Strong computer skills with knowledge of Word & Excel
  • Industry experience is a plus
  • Will be required to pass a Series 65 license examination within 180 days of hire
  • Desire to obtain Certified Financial Planner, CFP®, designation

CSA Snapshot

  • Reports to Client Service Supervisor
  • Immediately enters financial advisor training program, a rigorous, competitive, and challenging program, developing the skills necessary to become a proficient financial advisor
  • Salary & competitive benefits

 

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