Overview
Entry Level Client Service Associate Jobs in Zeeland, MI at Generational Wealth Management
About Generational Wealth:
Generational Wealth is a growing advisory firm that offers financial planning and asset management for our clients. This is a fast-paced firm that thrives on constant change. We need additional quality team members to fuel our quest for expansion. Become part of the Gen-Wealth Team. Financial services experience not required!
About the Role:
As a part of our team, you will assist in the delivery of our best-in-class financial advisory services. As a member of a detail-oriented team in an ever-evolving environment, we both encourage and require your candid feedback; and will foster your existing ownership mentality and commitment to continuous improvement to perpetually enhance our internal efficiency.
Responsibilities include, but are not limited to:
· Customer Service
· Business Processing
· Marketing: Lead generating, customizing & ordering
· Planning events
· Keeping the Financial Advisor calendar full
· General office duties
· Considerable muti-tasking
About You:
Gen-Wealth is a rapidly growing firm that thrives on constant change, we are seeking highly determined team members with great attitudes who are dedicated to growing with us as a firm. We are looking for candidates who “wow” us from the start by being bold, candid, and exceptional! We are looking for employees that both demonstrate and expect a high level of dedication both to and from their employer & coworkers.
The successful candidate will possess:
· BA/BS degree in accounting and/or finance preferred
· Excellent organization & time management skills
- Strong analytical and problem-solving skills
- Outstanding oral and written communication skills
- Resilience and the ability to adapt to change in a fast-paced environment
- The ability to maintain strong attention to detail and a deadline orientation across multiple tasks
- A passion for thinking strategically about interrelated process flows while executing them flawlessly
- Bias for action and the ability to work independently
- Must be able to quickly adapt to new systems and learn industry-specific software including reporting and task management
- Financial services experience not required!
About Benefits:
- Competitive Wages
- Bonus opportunities
- Paid Time Off (PTO)
- Health Reimbursement Arrangement (HRA)
- Paid Holidays
- 401(k) Plan – Offered with an employer contribution
Job Type: Full-time
Job Type: Full-time
Pay: $52,000.00 – $54,080.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Employee discount
- Paid time off
Education:
- Bachelor’s (Required)
Language:
- English (Required)
Ability to Relocate:
- Zeeland, MI 49464: Relocate before starting work (Required)
Work Location: In person
Title: Entry Level Client Service Associate
Company: Generational Wealth Management
Location: Zeeland, MI
