KerberRose is seeking Client Service Associates for our Green Bay and Appleton offices. KerberRose is a rapidly growing Advisory firm with 10 locations in Northeast WI. We offer competitive salary, excellent benefits including 401(k) profit sharing, paid time off, comprehensive insurance package and opportunities for professional growth.
Job Responsibilities:
Manages calendar and schedules meetings for clients, prospects and outside vendors
Prepares and coordinates documents in preparation for meetings
Participate in client meetings – reviewing concerns, beneficiaries, assisting with technology,
and taking notes
Educate clients on the on-line tools and resources available to them
Transcribe notes for all client meetings
Prompt with post-meeting processing and follow up
Open, transfer and close customer accounts and maintain account records
Process paperwork to create, maintain and service client’s accounts
Attend client and/or prospect events and seminars
Responsible for coordinating daily client and/or prospect correspondence
Anticipates client needs, solves problems and follows through with exceptional service
Responds to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion
Interacts with Professional Partners to develop relationships to meet client’s needs
Documents all relevant action items and tasks being tracked in Redtail CRM
Executes project-related tasks to contribute to the firm’s development
Cultivates ideas to develop or help improve office systems and protocol
Qualifications:
Administrative experience desired
High School diploma required; college degree preferred
Series 7 and/or Series 66 licenses preferred
Substantial level of relevant work experience in financial planning/wealth management
Excellent verbal and written communication skills with ability to prepare clear and concise client-ready documents (financial planning reports, emails, etc.)
Basic understanding of financial planning concepts and terminology
Microsoft Office - Basic level competencies in Word, Excel, and Outlook required
CRM software experience
As a team member of KerberRose, you will be provided formal training, one-on-one interaction with leaders of the firm to give you access to industry expertise and the opportunity to be mentored, formally and informally, on a daily basis. As a result of our entrepreneurial atmosphere and management philosophy, team members are given frequent opportunities for achievement and recognition.
KerberRose offers an atmosphere of professionalism marked by a personal touch. Our culture is driven by our core values.
Commitment to Excellence – We have set high standards to provide our clients with exceptional service
Teamwork – We provide an open environment that thrives on working together at all levels to successfully share unique ideas and best practices
Personal Enrichment – We aspire to enrich our team members’ personal lives through our welcoming atmosphere and continued focus on work/life satisfaction
Integrity – We are committed to the highest level of integrity and act ethically in every aspect of our business
Opportunities – We are dedicated to providing distinct opportunities to support our team members in achieving their highest potential
Social Responsibility – We focus on giving back to the communities through our time, resources and talents.
Our employees are our most valuable assets and we want you to make a career with KerberRose. That is why we offer a comprehensive benefit package. The following benefits are available subject to group plan requirements and underwriting approval:
Student Loan Paydown Benefits
Health Insurance
Dental Insurance
Vision Insurance
Flex Spending Account/Section 125 Plan
Health Care Reimbursement Account
Short-Term Disability
Long-Term Disability
Life Insurance
Wellness Programs
Gym Membership reimbursement
Employer Matching 401(k)/Profit Sharing Plan
We also provide you with:
Paid Time Off
Paid Holidays
Continuing Professional Education
Financial incentive and exam fees reimbursed for passing the CFP exam
Marketing Incentives