We are hiring a Client Service AssociateThis team member is responsible for helping us serve our existing clients.Ideal Candidates Should ExpectEach day will be different from the next; especially in personal interactionsA fast-paced environment with multiple projects going simultaneouslyVery socially-focused; requires "how can I help you?" attitudeLots of attention spent on building and maintaining relationships, especially where helping, not pressuring, others foster the relationshipAdherence to established guidelines and procedures is important.Open, flowing communication with and through others, especially in a helping roleA team environment: must be willing to jump in and roll up his/her sleeves to help out when necessaryLeading by exampleWhy Join Our Team?A fast paced, growing team of financial planners focused on empowering our clients to make informed financial decisions.Dynamic team culture with opportunities to learn and grow.Leadership development curriculum and growth plan for all team membersWe strive for our team members to feel fully known, fully loved, and fully challenged.Weekly team trainings on financial planning and tools to equip and empower our team to execute our missionAnnual team retreat to foster growth and developmentA personalized growth and development planRequirements 1. Undergraduate degree or work experience in financial services2. Desire to grow and develop 2. Embody and believe in our 6 core values Benefits Include Competitive salary with bonus401(k) with 3% match after 180 days2 weeks paid vacation5 paid sick/personal daysAll Federal holidays that fall on a work week, paid time off6 weeks paid and 6 weeks unpaid maternity/paternity leaveAdoption assistanceEmployer paid health insuranceCan qualify to have coursework for the CFP® exam paid for How To Join Our TeamTo start a conversation on how we can serve you, please contact us at email@example.com or call Greg Furer at 724-822-9800. We ask that all of our prospective team members take a Predictive Index Behavioral Assessment at https://assess.predictiveindex.com/pAL65This assessment is free for you to take and will require less than 15 minutes of your time. The results will help us understand ways we can best serve you and your clients.