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Client Service Associate

Company: AIS Planning
Location: Saint Cloud
Posted on: September 13, 2019

Job Description:

Who is AIS Planning?AIS Planning is a locally owned and independent firm with a team that possesses over 50 years of combined experience in the financial services industry. We are different from most other companies who offer financial planning and wealth management services.----We focus on developing long-term relationships and take an unconventional approach to deeply knowing our clients.----We are motivated to serve people rather than to sell products.----We care about our clients because people matter. AIS Planning is dedicated to providing the very best in Wealth Management and Retirement Plan services, focused on helping clients think bigger, plan better so they can enjoy more.--Why AIS Planning?AIS Planning offers a healthy culture and great benefits for our team members with a commitment to professional development.--In addition to generous benefits, including health insurance, 401(k) plan contributions and paid time off, our employees get free lunch every Monday, participate in quarterly team days and receive a Birthday holiday.Are you the right person?Are you naturally--motivated to learn, serve and act in the best interest of others?--Would you consider yourself professional, honest and authentic?--Do you have a sincere interest in the financial services industry?--If so, then we may have a great opportunity for you!Position Summary:The Client Service Associate plays an important role on our team, providing operational support for our daily client relationship activities and service requests from retirement plan participants.Knowledge, Skills and Abilities:Bachelor degree in relevant discipline preferred or equivalent experience preferred. Must possess an appreciation for the financial planning process and have excellent analytic, interpersonal, organizational and time management skills. Ability to handle multiple tasks and operate on tight deadlines is required. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills for interacting professionally with clients.----Must be a self-starter, an independent thinker and able to meet goals as outlined by the organization.----Please send resume and salary requirements to--Kristin@aisplanning.com

Keywords: AIS Planning, Saint Cloud , Client Service Associate, Other , Saint Cloud, Minnesota

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