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Client Services Associate

Company: Retirement Planners of America
Location: Conroe
Posted on: January 12, 2022

Job Description:

About Us
Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, Texas. RPOA manages -more than -$4.6 -billion in assets for over -8,000 clients*. -We offer competitive compensation and a comprehensive benefits package, including paid time off, health/dental/vision insurance, life and long-term disability insurance, and a 401(k) with a generous company match.
The Client Service Associate will be the point of contact for all client service related needs. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position. It requires a dedicated person, willing to work hard, and where quality is not compromised. Will also serve as backup for other office duties.
Location: -The Woodlands, Tx (remote role currently with hybrid model in the near future - mixture of working remotely and in the office)
Maintain calendar and database for Financial Advisor
Analyzing reports to determine appropriate action to be taken on behalf of client accounts
Researching client issues
Prepare for appointments
Collect, organize, and synthesize personal and financial client information
Opening, closing, transferring, and maintaining accounts
Prepare and verify information for client forms, applications, and other documents
Update and maintain client database
General office duties, i.e. answer phone, USPS,UPS

Keywords: Retirement Planners of America, Conroe , Client Services Associate, Other , Conroe, Texas

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