Client Service Associate

*About Generational Wealth:* Generational Wealth is a growing advisory firm that offers financial planning and asset management for our clients.
This is a fast-paced firm that thrives on constant change.
We need additional quality team members to fuel our quest for expansion.
Become part of the Gen-Wealth Team *About the Role:* As a part of our team, you will assist in the delivery of our best-in-class financial advisory services.
As a member of a detail-oriented team in an ever-evolving environment, we both encourage and require your candid feedback; and will foster your existing ownership mentality and commitment to continuous improvement to perpetually enhance our internal efficiency.
Responsibilities include, but are not limited to: · Customer Service · Business Processing · Marketing: Lead generating, customizing & ordering · Planning events · Keeping the Financial Advisor calendar full · General office duties · Considerable muti-tasking *About You:* Gen-Wealth is a fast-paced, growth-oriented advisory firm that offers financial planning and asset management for our clients nationwide.
As a rapidly growing firm that thrives on constant change, we are seeking highly determined team members with great attitudes who are dedicated to growing with us as a firm.
We are looking for candidates who “wow” us from the start by being bold, candid, and exceptional! We are looking for employees that both demonstrate and expect a high level of dedication both to and from their employer & coworkers.
The successful candidate will possess: · BA/BS degree required * Excellent organization & time management skills * Strong analytical and problem-solving skills * Outstanding oral and written communication skills * Resilience and the ability to adapt to change in a fast-paced environment * The ability to maintain strong attention to detail and a deadline orientation across multiple tasks * A passion for thinking strategically about interrelated process flows while executing them flawlessly * Bias for action and the ability to work independently * Must be able to quickly adapt to new systems and learn industry-specific software including reporting and task management * Financial services experience _not _required! *About Benefits:* * Competitive Wages * Bonus opportunities * Paid Time Off (PTO) * Paid Holidays * Family Matters Time (FMT) – As an employee owned and operated business, we understand the importance of family relationships and offer paid time off to be spent with loved ones.
* Health Reimbursement Arrangement (HRA) * 401(k) Plan – Offered with an employer contribution Job Type: Full-time Pay: $49,900.
00 - $53,000.
00 per year Benefits: * 401(k) * 401(k) matching * Paid time off Compensation package: * Bonus opportunities Weekly schedule: * Monday to Friday Work setting: * In-person * Office Education: * Bachelor's (Required) Language: * English (Required) Work Location: In person