It is time to explore new challenges in your career.
FSS Group is an independent, privately-owned, financial services company in Grapevine, TX.
We are looking to add a full-time New Business/Client Services Associate to our team.
*Our Investments in You:*
· Paid Holidays
· PTO
· Bonus Opportunities
*The Expertise We’re Looking For:*
· Prior Office Management/Administrative Experience *(Required)*
· Proficiency with Microsoft Office suite *(Required)*
· High school degree *(Required)*
· Prior Experience Working in Financial Advisory Industry *(Preferred)*
*A Successful New Business/Client Services Associate Is:*
· Able to communicate verbally and in writing
· Able to learn and adapt to changes
· Detail oriented with strong follow-up processes
· Proven time-management and organizational skills in high-volume and high-energy environments
*What You Will Be Responsible For:*
· Collect all vital information for all paperwork
· Complete investment account opening paperwork and annuity and life insurance applications
· Process new business applications with detail and accuracy and submit to appropriate carriers
· Track application and new account set up and follow-up on all pending business
· Track transfer of funds and follow-up with carriers
· Provide all needed information and material for delivery
· Perform other clerical duties such as filing, photocopying, collating, faxing, entering client data into CRM system etc.
· Collect all vital information to execute requests or required post issue functions
· Perform tasks required to execute Required Minimum Distributions (RMDs)
-Calculate RMDs
-Schedule time with agent/advisors to determine which accounts to pull RMDs
-Contact Client to inform them of the RMD amount and account(s) that will be impacted and set a meeting if requested
-Submit completed forms to companies
-Track all distributions made and RMD met
· Process all client service requests such as contributions, distribution requests, change of beneficiaries, change of client address etc.
· Process any annuity surrenders
· Monitor annuity policies for annual reallocation
· Provide all needed information and material for delivery
· Be a back up to answer phone calls and to help with calendar appointment reminders
· Assist with prospect and client events as needed
· All other duties as assigned
Pay: $40k annually
Check out our website: hhttps://fssgroup.
net/index.
html
If you feel like we would be a good fit for each other, apply now!
Job Types: Full-time, Part-time
Pay: $40,000.
00 per year
Benefits:
* Paid time off
Compensation package:
* Bonus opportunities
Schedule:
* Day shift
Ability to Relocate:
* Grapevine, TX 76051: Relocate before starting work (Required)
Work Location: In person
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