Client Service Associate

Client Service Associate

Pointer Financial Group is an independent investment consulting and retirement advisory group serving clients nation-wide from our office located in Brookfield, Wisconsin. Our mission is simple: We help individuals and businesses make financial decisions that lead to long-term success. As an advocate for our clients, we are passionate about both their personal as well as financial well-being.

We are currently looking for a full-time Client Service Associate for our Brookfield office.

As a Client Service Associate, you will be responsible for assisting Financial Advisors in all elements of client service, practice management, and business development. Working closely with both advisors and clients, your primary goal is to provide outstanding service and an exceptional experience.

Responsibilities Include:

·       Online database management, maintenance of client relationship management (CRM) and portfolio tracking software

·       Calendaring and scheduling advisor appointments, taking meeting notes and tracking follow up tasks

·       Proposal generation, client onboarding, preparation of new account and related paperwork for new and existing clients

·       Preparation of client review material, organization and entry of financial data

·       Tracking and responding to all client service requests

·       Assisting with marketing and business development efforts

Qualifications Include:

·       Bachelor’s degree

·       Experience with the Microsoft Office suite

·       Excellent verbal, written, analytical, and organizational skills

·       Ability to quickly learn and utilize new online software applications

·       Detail oriented with a knack for problem solving and multi-tasking

·       Excellent interpersonal skills and highly ethical conduct

Working Conditions:

·       Professional office environment located near the zoo interchange

·       Full-time salary plus quarterly bonus

·       Generous benefit package including 401(k), Health, Dental, Vision, Disability

·       Career development opportunities in a fun, team-oriented, exciting work environment

Applicants should submit a resume to Matt Bruce at mbruce@pointerfg.com