Etzler Financial Advisors, LLC Hiring for Client Care Associate Job at Red Bluff, CA Full Time

Position Overview
The primary role of the Client Care Associate is to provide services to the end clients and advisory staff to enhance the service experience in a client-facing role. Performing in a team environment and working closely with the end clients and advisory staff, the Client Care Associate is expected to provide dedicated day to day support regarding client management, business processing, and technology.

Firm Overview
Located in Red Bluff, Etzler Financial Advisors is an independent, fee-only advisory firm that serves families, individuals, and business firms across the United States. We provide consulting services primarily within three practice areas: 1) financial planning; 2) investment consulting; and 3) retirement and fiduciary support services for small businesses. As a legal fiduciary, we are highly client-focused and put client interests ahead of our own. For more information about our firm, our approach, and our services, visit our website at www.etzlerfinancial.com.

Essential Responsibilities

• Develop and maintain a high level of knowledge encompassing EFA services and processes. Proactively and consistently present EFA value proposition
• Extract data from source material, perform data entry, prepare and distribute reports, memos, letters, statements, and other documents
• Identify opportunities to perform regular reviews to ensure we are serving clients’ financial needs holistically.
• Prepare, coordinate, and follow through on needed communication with prospects or clients
• Research complex situations, set client expectations, and perform actions necessary to resolve inquiries in a timely manner
• Nurture client relationships and maintain high ethical standards and confidentiality at all times
• Assist advisory staff in the preparation of upcoming client meetings (i.e., paperwork, requirements, etc.)
• Facilitate completion of requirements for new accounts, transfers, invoicing, and complex (non- investment related) activities
• Establish, service, and monitor client account service tasks, including distributions, contributions, beneficiary changes, address changes, etc.
• Use Customer Relationship Management (CRM) system to document all client contact, activities, and complete tasks to completion

Qualifications
Required:

• Must be confidential and security-conscious to protect client information
• Must be a self-starter and a problem solver with the ability to take initiative, no matter the task
• Must be extremely comfortable with computers, the internet, and learning new software applications
• Must desire to continually learn new technology and business practices
• Must subject to fingerprinting and background check prior to and during employment
• Must be reliable and committed to work according to the agreed-upon schedule

Critical:

• Self-motivated with initiative, creativity, and enthusiasm to foster client relationships
• Ability to follow instructions with a high degree of accuracy
• Ability to accomplish projects and tasks in a timely manner with minimal assistance
• Ability to balance numerous projects at one time and complete tasks efficiently and accurately
• Ability to communicate professionally, clearly, and warmly in both verbal and written communication
• Detail oriented and precise with the ability to adhere to rules, regulations, and policies

Physical Demands:

• Extended periods of time at a desk and using office equipment. Must be able to operate a personal computer up to 8 hours per day
• Extended time is spent reviewing physical and electronic documents. Vision abilities required by this job include close vision
• Occasionally required to stand, walk, reach with arms and hands, and to stoop, kneel, or crouch
• Periodically lift supplies and materials which weigh up to 25 pounds
• Expect to spend all of time in a small, indoor environment

Compensation & Benefits

• Starting compensation negotiable based on experience and qualifications with opportunity to increase over time
• Annual performance incentive (bonus)
• Work schedule (days/times) is negotiable (remote work for this position is not an option)
• Flexible time-off
• Education and training opportunities
• Personal financial planning and advice

Position will be available until filled.

Job Types: Full-time, Part-time

Pay: $18.00 – $30.00 per hour

Benefits:

• Flexible schedule
• Professional development assistance

Schedule:

• 8 hour shift
• Monday to Friday
• No nights

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Red Bluff, CA 96080: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you willing to submit to a background check and fingerprinting?

Experience:

• Computer skills: 3 years (Required)

Work Location: One location