Exemplar is Expanding!
Who is Exemplar… We are a growing comprehensive financial services firm offering tax and accounting services, QuickBooks consulting, financial planning, retirement planning, college funding, risk management and estate and legacy planning, business consulting and compliance oversight.
At the Exemplar companies we are committed to serving our clients (individuals, families and businesses) as a trusted financial advisor through every situation life brings. The Exemplar experience is a one on one partnership with a well seasoned professional, who understands navigating life’s surprises and challenges can be stressful. Our mission is to grow wealth and help our clients make informed financial decisions while protecting and educating those we serve.
As a growing comprehensive financial services firm, we are seeking quality people to join our team.
Client Services Associate - As an integral part of the support team, the Client Services Associate will act as an Administrative Assistant to financial advisors and be charged with handling the client service and support functions for clients of the firm.
Primary functions include: preparing paperwork, contact management and data entry using Goldmine (contact management tool), setting and confirming appointments, maintaining documents, preparing forms and illustrations, researching information on the internet and within software programs. In addition, the Client Services Associate must have computer skills and be able to prepare letters, emails, reports and proposals. Strong telephone, verbal and written communication skills are necessary. Experience in the financial services, insurance or banking industries is required. As a frontline relationship manager, the Client Services Associate will be the primary contact for clients and prospective clients; therefore strong interpersonal skills are a must.
This is a full-time position which offers competitive compensation and is benefit eligible.
Please direct resumes and indications of interest, including desired compensation and how you heard about us to:
Devon Hubbard VP Business Development, Exemplar Financial Network at firstname.lastname@example.org