Service Associate (Full Time)

Job summary

Provide client and advisor support, prepare proposals and client communications, and manage appointments, transactions, onboarding, and follow-up. Maintain compliance processes and client records while protecting confidential information and coordinating with the team.

Job details

We are looking for an experienced candidate who can complement our team and provideclient and advisor support to ensure the office runs smoothly on a day-to-day basis. As a Service Associate, you will work closely and effectively in a team setting with all staff of Wagner, Livock & Associates. This is an in-office position with option for hybrid work from home available after 6 months. Schedule: 7.5 hour shift (Monday - Friday | 8:30 am - 4:30 pm), 30 minute lunch. Responsibilities Provide exceptional customer service to existing and prospective clients. Prepare detailed and high-quality proposals and illustrations for group benefit plans,group retirement plans, insurance and investment information and packages for newbusiness meetings and client review meetings. Manage, maintain, and enhance established regulatory compliance processes andprocedures. Handle client requests professionally and proactively, referring them to advisors foradditional services or financial planning, where appropriate. Manage client relationships using our customer data base, Sale sforce, and Sun Lifepropriety software. Support advisors’ time management by scheduling appointments, crafting clientcommunications, preparing client files, tracking tasks, and preparing meetingsummaries. Process transactions and ensure the client onboarding functions are completed in atimely fashion. Diligent and continuous follow-up for all new investment, insurance, group benefits andgroup retirement business. Prepare client campaigns and written communications from our various databases. Maintain good status of licenses and ensure continuing education requirements are met. Handle sensitive information with discretion and maintain a high level of confidentialityregarding client details, financial transactions and firm-related matters. Work closely with other team members to ensure seamless operations and service. Qualifications Mutual Fund License (Required - or obtain within 6 months) Life, Accident & Sickness Insurance License (Required - or obtain within 6 months) Administrative experience: 1 year (Preferred)

What you’ll do

Provide client and advisor support, prepare proposals and client communications, and manage appointments, transactions, onboarding, and follow-up. Maintain compliance processes and client records while protecting confidential information and coordinating with the team.

Requirements

A mutual fund license and a life, accident, and sickness insurance license are required, or must be obtained within six months. One year of administrative experience is preferred.

Listed skills

• Customer service · Preferred
• Client Relationship Management · Preferred
• Regulatory Compliance · Preferred
• Appointment Scheduling · Preferred
• Client Onboarding · Preferred
• Salesforce · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Client Relationship Management
• Proposal Preparation
• Regulatory Compliance
• Appointment Scheduling
• Client Communications
• Transaction Processing
• Client Onboarding
• Task Tracking
• Meeting Preparation
• Confidentiality
• Mutual Fund Licensing
• Life, Accident And Sickness Insurance Licensing
• Salesforce
• Sun Life Software
• Continuing Education

Job areas

• Customer Service & Support
• Finance & Accounting
• Administrative

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