Client Services/Marketing Associate

Local financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match.

Client Service Support

• Set up Annual Review appointments for both insurance and investment clients
• Arrange ZOOM meetings
• Manage the Representative’s Outlook calendars
• Answer telephone calls and direct them as appropriate
• Contact clients to set up follow-up meetings with Representative
• Greet clients when they arrive for in-person meetings
• Update changes in client’s information on all their products as well as maintain spreadsheets and lists with the information
• Send client birthday cards and add to representatives calendar.
• Manage group inbox and forward to staff members
• Contact clients regarding late payments or returned checks
• Oversee the processing of new insurance policy applications and monitor Daily Status Report (DSR) for any additional underwriting requirements
• Process insurance service requests such as changes in bank details, loan requests, and ISA service inquiries
• Assist in the preparation of materials for client meetings
• Reach out to outside carriers to obtain up-to date information for client reviewsHandle death claims for beneficiaries
• Scan and file statements/correspondences in One Drive
• In charge of the Holiday cards & gifts to clients
• Maintain the gift log

Marketing

• Create positive first impressions with clients and prospects by managing the office environment (decorating for holidays)
• Manage the term conversion and APB process
• Plan and execute on opportunities for client appreciation and/or prospecting events
• Develop and execute on a marketing plan that includes review of the effectiveness of the efforts above, return on investments and tracking towards agreed upon measures of success
• Incorporate marketing as a standing topic in team meetings to report on progress, connect on key client/prospect information obtained and identify new opportunities
• Utilize home office resources such as marketing newsletters and webinars to keep abreast of what is available
• Manage compliance approvals of marketing materials
• Work with the advisor to define ideal clients for each marketing segment and refine regularly
• Record and maintain segments within CRM
• Develop a process to obtain client preferences and track within the client management system
• Create, document, and drive execution of a referral process
• Manage digital presence:
  • Customize advisor’s website on a regular basis to attract prospects and communicate the value proposition of the practice
  • Develop a strategy to drive traffic to the website and convert that traffic into connections
  • Leverage and maintain CRM Engage (Newsbrief, Ecards, Campaigns, etc.) to stay top of mind with existing clients and enhance client experience
  • Maximize social media presence to drive engagements by posting frequently and leveraging social media campaigns
  • Webcasts

Qualifications

• Financial Service or Insurance industry experience preferred
• Health and life license or actively start the process of obtaining this license upon hire
• Marketing experience preferred
• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Superior interpersonal skills
• Ability to establish instant credibility with clients and prospects
• Strong attention to detail with the ability to work with a high degree of accuracy
• Superior written and oral communication skills
• Ability to maintain a high degree of confidentiality
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Ability to work both independently and on a team
• Familiarity with Microsoft applications and data entry and information retrieval software
• Ability to work in a fast-paced environment
• Demonstrate organizational and time management skills and ability to multitask, set priorities and meet deadlines