Client Services Associate

About us:

Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in Loudoun county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past two years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States.

Job Summary:

The Client Services Associate position supports the front-end sales process, the application/client onboarding process, and client servicing.

Job Responsibilities:

• Responsible for supporting the Client Relationship Management (CRM) process within the firm.
• Call scheduled leads to confirm upcoming appointments and conduct preliminary information gathering.
• Organize incoming financial information, and prepare materials for Advisors' meetings.
• Manage the entire life cycle of new applications and the movement of funds.
• Interface with Client(s) to review new business documents and obtain necessary supporting documents and or signatures.
• Reviews all life insurance and annuity applications for multiple carriers.
• Maintains frequent communication to manage advisor and customer expectations appropriately.
• Manage inquiries and service requests from existing clients.
• Potential for greater involvement with clients based on performance and business needs.
• Skills & Requirements:
• Bachelor's degree is required.
• Virginia Life, Annuities & Health license is preferred. Alternatively, applicants may express commitment to achieve licensure within the first year of employment.
• At least 1 year of industry experience required.
• Must provide superior customer service to clients, prospects and co-workers.
• Strong verbal and written communication skills.
• Meticulous attention to detail is needed for this position.
• Ensure adequate follow-up and closure on daily tasks and projects.
• Handle confidential information in a discrete and professional manner.
• Prioritize list of outstanding issues to effectively handle urgent matters.
• Feel comfortable establishing systems and processes to create efficiency within the firm.
• Confident with relevant software applications such as Microsoft Office Suite (including Word, Excel, PowerPoint, OneNote, Teams and Outlook).

Benefits:

• Quarterly Bonus Opportunities 
• Quarterly Awards and Recognition 
• 401(k) Plan with up to 4% Employer Match 
• 15 Days of Paid Time Off 
• 9 Paid Holidays 
• Dental Insurance 
• Health Insurance 
• Vision Insurance 
• HSA & FSA Options 
• Company Paid Life Insurance & Disability  
• Paid Parental Leave 
• Mental Health Resources and Employee Assistance Program (EAP) 
• Tuition Reimbursement for Job Related Continuing Education