Client Service Associate

Location: Bingham Farms, MI
Date Posted: 07-24-2017
Located in Bingham Farms, MI, Future Benefits Corporation is an independently owned, fully integrated financial consulting firm specializing in wealth management and financial planning. The Company strives to bring comprehensive financial solutions by investing the time necessary to become familiar with the unique goals of its clients. 

The Position
The Company is adding a Client Service Associate to its team to manage all aspects of the client’s experience with the firm by ensuring exceptional service and a transformational impact. The Client Service Associate will play a vital role in client relations and contribute to the overall success of the Company. The job duties for this role include, but are not limited to, the following:
  • Handling all client account service activities (e.g., account openings, money movements, asset transfers, paperwork mailings)
  • Maintaining active communication with clients to manage expectations, ensure satisfaction and meet deadlines
  • Serve as the initial point of intake for phone and in-person office communication
  • Facilitate scheduling, preparation and follow-up for client and prospect meetings
  • Develop and implement standard operating procedures for maximum efficiency
 Targeted Experience, Skills, and Abilities
  • Bachelor’s degree from an accredited college or university
  • 2-3 years of experience servicing investment accounts and interacting with clients
  • MS Office Skills, including Excel, Outlook and Word
  • Detail-oriented with a sense of urgency   
  • One or more FINRA security licenses preferred, but not required
Compensation, Benefits, and Structure
The position is full-time and permanent, with a competitive salary based on skills and experience. Future Benefits offers a friendly and supportive office environment and opportunities for professional training and growth.     

The Recruitment Process
The recruitment process will include two phone screens, two in-person interviews, candidate assessments, and a pre-employment background check.

The Company is an Equal Employment Opportunity Employer!
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