Client Service Associate

10/1/2019
Eugenias Advisory Grup
Human Resource
508 S. Fifth St Gadsden, AL 35901 Phone: 6153715222
info@EAGWealth.com
Email
Post Your Resume

The applicant will work in the capacity as a Client Service Associate. The applicant must have a passion for helping others and a desire to serve the client. This is not a job driven by tasks and numbers, it is about building client trust, and therefore the candidate must have a moral conviction that is uncompromising. High ethical standards coupled with professionalism and confidentiality are the cornerstones of this position. 


This is a full time position in a supporting role at the Brentwood, TN Office and will provide basic training needed for a defined career path.


Qualifications for this Position:


Ideally, the candidate should possess the following skill set:

  • Highly motivated, thorough and very detail oriented.
  • Good written and verbal communication skills.
  • Have an awareness of financial planning issues.
  • Impeccable work history.
  • Ability to follow through with client needs and requirements.
  • Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude.
  • CFP Board registered financial planning program student/graduate, preferred but not required


Benefits:

  • Competitive base salary (starting low thirties - depending on experience)
  • Simple IRA with 3% of compensation employer match
  • Paid Time Off accrues - up to 10 days per year
  • Up to 12 holidays are observed
  • Long Term Disability (paid by employer)
  • Offer Group Medical, Dental and Vision Insurance
  • Fun environment focused on teamwork and collaboration