New Business Associate - St. Louis, MO at Advisor Talent Solutions

St. Louis, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Aug, 26

Salary

65000.0

Posted On

02 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Administrative Support, New Business Processing, CRM Systems, Microsoft Office Suite, Customer Service, Time Management, Verbal Communication, Written Communication, Database Management, Financial Industry Knowledge, Organization

Industry

Financial Services

Description

Position: New Business Associate Location: Sunset Hills, MO Overview: Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm in St. Louis, MO is seeking to add a New Business Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. The New Business Associate is responsible for assisting Financial Advisors by engaging with prospective clients and ensuring an exceptional client experience throughout the process. What you’ll do: * Complete and process new business applications (Schwab and Insurance Company) * Collaborate with client and their employer to complete In Service Distributions/Rollovers * Follow up on pending new business with the appropriate companies and call each individual client with an update * Assist clients with policy questions, issues, and concerns, providing excellent customer service * Build and strengthen client relationships through ongoing communication and support * Maintain and update client and office databases * Discuss Pending Business Report during weekly team meeting * Manage all scanning and filing of documents * Accurately record notes and outcomes from client interactions * 1st backup for answering phones * 2nd backup for scheduling and confirming Advisor appointments * Crosstrain with the Client Service Associate What We’re Looking For: * 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred * Advanced proficiency with Microsoft Office Suite and the ability to learn new software quickly * Experience with CRM systems and other databases * Strong organizational skills with the ability to prioritize projects and manage time effectively * Excellent customer service skills, including superior verbal and written communication * Demonstrated strong follow-through and reliability * Positive and professional attitude * Persistent and dedicated to achieving high-quality results Bonus Points: * Experience in the financial industry preferred What You’ll Get: Pay & Perks: * $55,000 - $65,000/year based on experience * Health Insurance * PTO * Simple IRA * Discretionary Bonus Schedule: * Monday – Friday 8:00am – 4:00pm or 9:00am – 5:00pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com [https://advisortalentsolutions.com/]

Responsibilities

The New Business Associate supports Financial Advisors by processing new business applications and managing client onboarding. They are responsible for maintaining client databases and ensuring a high-quality client experience through ongoing communication.