Client Service Associate - The Wiser Financial Group in Michigan

Summary: Financial Plan

ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

Essential Duties and Responsibilities

• Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines
• Assist in client meeting...