Client Service Associate

Fit is seeking a highly motivated professional seeking to grow their administrative career. Pay is in the $45K - $55K range, DOE plus benefits.

Responsibilities:

• Assist with advisor needs through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, disability/life/long-term care insurance, and various other account maintenance topics required for the advisor to run their day-to-day business.
• Provide outstanding client service while demonstrating empathy and problem-solving skills.
• Practice active listening and rapport-building to gain a thorough understanding of the client’s needs, while documenting conversations in our internal Client Relationship Management (CRM) platform, for a personalized approach to service.
• Anticipate client issues and problems, and proactively take the necessary steps to prevent them.
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