Client Services Associate

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Located in Orland Park, IL

Salary: $18-$25/hour

Express Employment Professionals is working with an independent, privately-owned, financial services company in Orland Park, IL that is looking to add a full-time New Business / Client Services Associate to their team.

 

 

  • Prior experience in new business processing, loan processing, or some type of financial experience (Required)
  • Prior Administrative Experience (Required)
  • Proficient with Microsoft Office Suite (Required)
  • High school degree (Required)
  • Prior Experience Working in Financial Advisory Industry (Preferred)

A Successful New Business/Client Services Associate Is:

  • Detail oriented with strong follow-up processes; analytical
  • Able to work independently and as part of a team
  • Proven time-management and organizational skills in high-volume and high-energy environments

What You Will Be Responsible For:

  • Collect all vital information for all paperwork
  • Complete investment account opening paperwork and annuity and life insurance applications
  • Process new business applications with detail and accuracy and submit to appropriate carriers
  • Track application and new account set up and follow-up on all pending business
  • Track transfer of funds and follow-up with carriers
  • Provide all needed information and material for delivery
  • Perform other clerical duties such as filing, photocopying, collating, faxing, entering client data into CRM system etc.
  • Collect all vital information to execute requests or required post issue functions
  • Perform tasks required to execute Required Minimum Distributions (RMDs)
  • Calculate RMDs
  • Schedule time with agent/advisors to determine which accounts to pull RMDs
  • Contact Client to inform them of the RMD amount and account(s) that will be impacted and set a meeting if requested
  • Submit completed forms to companies
  • Track all distributions made and RMD met
  • Process all client service requests such as contributions, distribution requests, change of beneficiaries, change of client address etc.
  • Process any annuity surrenders
  • Monitor annuity policies for annual reallocation
  • Provide all needed information and material for delivery
  • Be a back up to answer phone calls and to help with calendar appointment reminders
  • Assist with prospect and client events as needed
  • All other duties as assigned

Pay: $18 - $25 per hour based on experience

Express Office: Matteson
4747 Lincoln Mall Drive
Suite 103
Matteson, IL 60443
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