Client Services Associate

5/7/2018
Mallard Financial Partners Inc
Susan Lehnerd
750 Barksdale Road Suite 3 Newark, DE 19711
susan@mallardfinancial.com
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Mallard Financial Partners is a fee-only financial planning firm located in Newark, DE. We are seeking a Client Services Associate to join our team. The individual selected for this position will be responsible for assisting in the client financial planning relationship through managing and gathering client data as well as helping prepare financial plans and other client deliverables. The associate works as part of a team to provide clients with a professional ongoing financial planning experience and handles sensitive, confidential information with discretion.

Responsibilities Include, but not limited to:

• Responsible for pre-client and post-client meeting activities such as preparation of meeting agendas, client paperwork, meeting notes and any other necessary tasks.

• Responsible for ensuring necessary client data is gathered and properly inputted in CRM.

• Attends client meetings and is responsible for taking detailed notes.

• Manages client required minimum distribution (RMD).

• Inputs data into MoneyGuidePro (MGP) to assist Advisors with client  financial/retirement projections.

• Assists with opening 529 accounts and with qualified distributions from them.

• Administrative duties include greeting clients, answering phones, processing client reports, scheduling meetings, preparing and sending client, and keeping the office presentable and equipped with necessary supplies to run smoothly.

• Attends to other duties and tasks as needed or required.

Qualifications:

• Bachelor’s degree from accredited institution

• 0 to two years of experience in the financial industry

• Detail oriented

• Strong organizational skills

• Self-starter, takes initiative, work efficiently with minimal amount of direction

• Ability to multi-task

• Basic knowledge of Word and Excel

• Strong written and verbal communication skills

• Team player, able to work well with others

• Experience with Redtail, MoneyGuidePro, Morningstar Office and TD Ameritrade custodial platform is a plus

Benefits:

• Casual office environment

• Career track available with opportunities for advancement

• Paid holidays and personal days

• SIMPLE IRA and health insurance