Service Associate (Full Time)

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)