Job description

Are you ready to take your well-established Client Service Associate (CSA) skills to an industry-leading, highly regarded financial planning practice?

Do you want opportunities to learn more, grow more and contribute more?

Orth Financial Group – led by an Ameriprise Financial Hall of Fame Advisor and a Barron’s Hall of Fame Advisor, and named a Barron’s Top 100 Private Wealth Management Team in the nation in 2021 – is looking for an accomplished Client Service Associate to continue driving growth in our firm.

Move your career to new heights and possibilities. By partnering with our industry-leading team, you’ll encounter all-new opportunities to deepen your knowledge, grow your skills, and make a positive impact on more clients and team members than ever before.

Partner with top-producing Financial Advisors (FAs) who truly value the critical role a CSA plays in serving clients and growing the business. Take your high-caliber Client Service Associate skills to the top of the industry at a 34-year old firm, recognized nationally by Barron’s, the Wall Street Journal, Forbes, and Financial Times, and featured on CNBC and Fox Business News. Be part of an industry leading team, and benefit from resources and development that only a top team can access.

A great Client Service Associate candidate will have a minimum of 3 years applicable experience and:

· Has an eye for detail and passion for taking initiative to help clients.

· Thrives working independently and at a fast pace while juggling multiple priorities.

· Engages easily with a wide variety of people (clients, professionals, peers, employees) and believes in delivering superb client service every time.

· Demonstrates superior interpersonal skills and communicates well verbally and in writing.

· Excels at preparing FAs for meetings and handling paperwork, transactions and follow-up work.

· Demonstrates critical thinking and problem-solving skills. Identifies what needs to be fixed and recommends viable solutions.

· Desires to work in a high-performing and professional atmosphere committed to excellence and accountable for personal and team results.

· Believes fulfilling our mission is worthy of our very best efforts.

· Has strong organizational and time management skills, consistently planning work well and meeting deadlines without missing details or compromising quality.

· Develops structures and processes for business operations tasks and creates or maintains systems that all team members can utilize successfully.

· Has experience with computer software such as Word™, Excel™, and Outlook™, and is comfortable and proficient quickly learning and mastering other computer-based tools.

· Has experience with financial planning software such as Naviplan™, Money Guide Pro™, eMoney™, Morningstar™, Tamarac™, and/or UGRU Financial.

· Is proficient with CRM systems like Salesforce™.

· Possesses FINRA registrations, such as Series 7 and 66. (This is a plus, but not required.)

As a Client Service Associate, you will provide financial planning support, client and administrative assistance, and business operations support to one or more FAs and their clients. You will operate with a high level of independence, demonstrate competence in all major areas of responsibility, and relentlessly help clients and coworkers reach their goals. Key duties include:

· Being your FAs’ and clients’ go-to for client service issues and requests. Providing excellent service to team members, clients, potential clients, and business partners face-to-face and via electronic means.

· Effectively managing calendars for assigned FAs, including client meetings and other appointments.

· Holding self and team accountable for future work promised to clients, team members, and others.

· Reviewing and researching the information, proposals and reports that are needed for meetings.

· Prioritizing and completing issues, paperwork, forms and transactions after client meetings.

· Ensuring clients’ accounts and transactions are implemented correctly and timely. Handling trades and money movement transactions.

· Creating best-in-class documentation on our clients and their transactions, questions and requests. Identifying and leading improvements to increase satisfaction and business results.

· Being knowledgeable of products and technology and complying with all rules and regulations of the firm, as well as the various regulatory agencies. Anticipating potential issues and or problems and alerting respective FA and/or management as necessary.

· Working with the FAs and Marketing Manager to supporting marketing and business development goals.

As you accelerate your learning and development with OFG, you’ll also have access to amazing, comprehensive benefits and compensation, including:

· Opportunities to obtain industry licenses, registrations, and designations with company support.

· Potential bonuses for personal and team results.

· 401(k) with company contribution.

· Company-paid health insurance, disability insurance, and life insurance.

· Dental insurance.

· Supplemental disability insurance.

· Supplemental life insurance.

· Tuition reimbursement.

· Vision insurance.

About Orth Financial Group, an Ameriprise Private Wealth Advisory Practice

Under the leadership of our founder and CEO Kimberlee Orth, CFP, Orth Financial has been delivering financial planning and wealth management services to clients for 34 years. Our team has helped thousands of clients make good choices for their lives by engaging them in comprehensive financial-planning based relationships. We have an incredible team of advisors and staff who work well together, care for one another, and keep clients first in everything we do.

Kimberlee Orth is an Ameriprise Private Wealth Advisor and member of the Ameriprise Chairman’s Advisory Council (18 years) and Ameriprise Circle of Success (32 years). She has been a featured guest on CNBC and Fox Business News, and has gathered numerous industry accolades, including Forbes Best-in-State Wealth Advisors, 2018 – 2022 and Best-in-State Women Wealth Advisors, 2022; Barron's Top 100 Women Financial Advisors, 2012 – 2022; Barron’s Top 100 Independent Financial Advisors, 2016 - 2020; Barron's Top 1,200 Advisors, 2014-2022; and Barron's Top 1,000 Advisors, 2013.

Learn more at http://www.ameripriseadvisors.com/team/orth-financial-group/ and https://www.ameripriseadvisors.com/team/orth-financial-group/financial-advice-team.

Orth Financial Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We continue to follow guidance from State of Delaware regarding covid-19 measures.

Ability to commute/relocate:

• Wilmington, DE 19803: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have experience with CRM software?

Experience:

• client relationship/sales associate: 3 years (Preferred)

Work Location: One location

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