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