Description

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of the Role: The Client Services Associate is responsible for maintaining the accuracy and integrity of client account data and providing ongoing support to advisory staff on data-related matters.

****Candidate selected, will be required to attend the office 5x per week****

Essential Duties and Responsibilities:

• Performs administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing, and greeting clients.
• Conduct daily transaction uploads/downloads for all systems.
• Process new account openings in the system for new or existing clients.
• Resolve any data maintenance/client account issues as needed.
• Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes.
• Provide the advisor with materials for upcoming meetings.
• Maintain the firm's file sharing/document storage website to keep clients' files up-to-date.
• Print, package, stamp, and ship client materials and checks.
• Assist with special projects as required.
• Takes a proactive lead on conserving the Relationship Manager's existing block of business by scheduling meetings, monthly client check-in calls, tracking all rollovers, and keeping the client updated on money in movement.
• Keeping the Advisor informed of problematic cases.
• Ensures data accuracy in company records by regularly and maintaining client files according to company compliant procedures.
• Daily check-in with the Advisor on all outstanding activities.

Knowledge, Skills and/or Abilities:

• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Proficiency in Microsoft Office.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Demonstrated ability to work successfully in an entrepreneurial, small company environment.

Education and/or Experience:

• Bachelor's degree preferred.
• 1-3 years prior experience, preferably within financial services

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $59,000 - $78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Requisition #: 103678

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