Client Services Associate Jobs

Client Services Assistant (Marlton, NJ)

Full Time Hourly Position

Overview

We are looking for a motivated and team-oriented individual to join our energetic financial planning group. This entry level position with growth potential is part of a multi-level career path, which is contingent upon industry licensure and registration. The role will require on-site work in our Marlton, NJ location.

Responsibilities

• Telephone Skills
• Customer Service
• Paperwork
• Resolve any pending issues with submitted paperwork.
• Relationship development.
• Develop strong relationships with assigned financial advisors to create partnerships.
• Handle inbound calls from assigned financial advisors.
• Handle inbound calls from investors in the absence of the financial advisor.
• Follow up on paperwork to ensure accuracy and completion.
• Make outbound calls to investors for appointment confirmation, problem resolution, etc.
• Maintain a solid knowledge base of Lincoln Investment forms and paperwork requirements for transactions.
• Provide top notch customer service to clients of the financial advisors.
• Document all client interactions in Redtail CRM.
• Paperwork preparation for client meetings.

Knowledge/Experience

Experience with Lincoln Investment operations and/or sales assistant functions preferred. Strong knowledge of retirement accounts preferred. Strong computer skills preferred. Call center or similar experience a plus.

Skills

• Proficiency with Microsoft Office.
• Customer service skills with a focus on relationship development.
• Excellent time management skills with the ability to multitask.
• Oral and written communications.
• Attentiveness to detail.

Education/Training

Bachelor’s degree in related field or equivalent combination of experience and education.