WORK WITH US
Do you have superior client service skills and a great work ethic to contribute to an established and continually growing office? Our fast-paced financial advisory firm is looking for strong, detail-oriented candidates for open positions. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!
Para Planner
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in San Jose, CA is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and have the opportunity to see the impact of their work day-to-day.  If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!
• 2+ years of Administrative office experience in a fast-paced environment
• Financial Industry experience preferred
• Intermediate to advanced skills with MS Office Suite, specifically Excel
• Desire to obtain long-term employment
• Savvy customer service to include excellent communication – both verbal and written
• Strong follow-through
• Good-nature, positive attitude
• Friendly, professional phone manner and enjoys working with a variety of clients
• Reliable with exceptional work ethic
• Utilize websites and software to obtain client and product information
• Compare existing solutions to those currently available in the marketplace
• Establish and maintain detailed client files
• Reliable with exceptional work ethic
Client Service Representative
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in San Jose, CA is seeking to add a Client Service Representative to our Team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
•Associates Degree preferred
• Financial Industry experience required
• 2 + years working alongside a Financial Advisor in a fast-paced office environment
• Strong organizational skills
• Excellent communication both written and verbal
• Attention to detail and accuracy
• Proactive Management Style and consistent follow-through
• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with Client update reports and mailings
• Assist in setting client appointments for Advisor
• Assist with New Business processing
• Act as a phone back-up to other office personnel for phone coverage
• Help to keep database up to date and accurate
Apply Now!

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The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.