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Posted : Friday, June 14, 2024 06:27 PM
Do you have an interest in becoming a part of a small, collaborative organization with plans for continued growth? Bluestem Financial Advisors, LLC is a fee-only financial planning firm in Champaign, Illinois providing comprehensive financial and tax advice to clients who value a trusted partner to reach their financial goals.
We are currently seeking to hire a full-time Client Service Associate to join our team of client-focused, friendly and competent professionals.
If you possess impeccable attention to detail and enjoy supporting others, please review this position description in its entirety.
*MISSION* At Bluestem, our is mission is to serve as trusted advisors who help our clients make smart choices about money - choices that lead to peace of mind and build financial independence.
*CORE VALUES* · *Improvement:* To continually strive to be better · *Collaboration:* To recognize our relationship with each other, clients and the community · *Sincerity:* To speak with honesty and act with integrity *JOB OVERVIEW* The Client Service Associate at Bluestem is an integral part of our team serving as the true connection between our clients, and the entire team at Bluestem.
This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients.
The primary focus of this position is to engage and support the overall success of our Advisory and Client Services teams.
The Client Service Associate supports basic client requests, and manages project-related assignments.
This individual enjoys and excels at assisting the client service and advisory teams’ day-to-day tasks and projects.
This position requires a pro-active approach and an ability to independently carry out the duties of the position.
The ideal candidate will exhibit high productivity standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks.
The ability to effectively manage time and multi-task with attention to detail is critical to this role.
The Client Service Associate must be confident about decision-making under uncertainty and under extreme time pressure.
*ESSENTIAL RESPONSIBILITIES* *Client and Firm Engagement* · Provides administrative support as needed: answers calls, manages contacts, manages schedules, sends correspondence, produces reports and client materials, and directly assists clients · Ensures optimal in-person client experience · Primarily responsible for scanning documents and maintaining office files consistent with firm/professional policies and requirements · Supports marketing and client events as directed including distribution and posting of newsletters, blog, social, website, communications, office events, etc.
· Conducts other administrative related tasks and projects as needed · Sends paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures · Quality check and submit custodial items for processing · Manages Stage 1 of tax process, gathering and organizing documents *Advisory* · Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings · Support onboarding of new clients for all levels of client service · Provide back-office support for client account requests · Support back-office initiatives and/or core projects that support Advisory teams · Gather and prepare necessary information for advisory meetings with clients.
*POSITION SPECIFICATIONS* *Experience and Education:* · 3+ experience working in customer service; with experience working in financial services preferred · Experience working in a structured professional office environment preferred · Bachelor’s degree preferred *Skills and Knowledge:* · Excellent communication skills (verbal, written and listening) · Comfortable with basic financial concepts · General tech stack proficiency (Google Apps, MS Office, Teams, Docusign, etc.
) · Demonstrates personal integrity, honesty and can deal with confidential information daily · Ability to handle stress in a rapidly-changing work environment · Excellent time management and strong organizational skills · Ability to prioritize multiple tasks and anticipate potential problems · Ability to see a process through from beginning to end to provide exceptional results · Excellent problem solving skills *WHAT IS IN IT FOR YOU?* ● A work environment that values and supports professional development ● Have a voice and be part of a collaborative team of professionals ● The ability to directly see how your role positively impacts the amazing clients we serve ● *This is a base pay plus quarterly bonus position.
Starting base compensation of $38,000/year depending on experience in addition to a quarterly bonus that represents a significant portion of total compensation.
* Compensation is designed to increase as a result of professional growth and development.
● Benefits include health insurance, 401k, long term disability insurance, paid holidays, and generous vacation and leave policies ● While this role will require a physical presence in the office, we do pride ourselves on providing a flexible work environment *HOW TO APPLY* _For full consideration all resumes must be accompanied by a cover letter that describes your three most defining characteristics or attributes, and states why you would be a good fit for our position.
This exercise is meant to show us your writing skills, ability to follow directions and will help us get to know you.
Failure to follow these instructions constitutes an incomplete application for employment.
_ _Please upload your cover letter and resume in pdf format to the Bluestem Career Page.
_ https://www.
bluestemfa.
com/client-services-associate-2024 Job Type: Full-time Pay: From $38,000.
00 per year Compensation package: * Bonus opportunities Schedule: * Monday to Friday Work Location: In person
We are currently seeking to hire a full-time Client Service Associate to join our team of client-focused, friendly and competent professionals.
If you possess impeccable attention to detail and enjoy supporting others, please review this position description in its entirety.
*MISSION* At Bluestem, our is mission is to serve as trusted advisors who help our clients make smart choices about money - choices that lead to peace of mind and build financial independence.
*CORE VALUES* · *Improvement:* To continually strive to be better · *Collaboration:* To recognize our relationship with each other, clients and the community · *Sincerity:* To speak with honesty and act with integrity *JOB OVERVIEW* The Client Service Associate at Bluestem is an integral part of our team serving as the true connection between our clients, and the entire team at Bluestem.
This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients.
The primary focus of this position is to engage and support the overall success of our Advisory and Client Services teams.
The Client Service Associate supports basic client requests, and manages project-related assignments.
This individual enjoys and excels at assisting the client service and advisory teams’ day-to-day tasks and projects.
This position requires a pro-active approach and an ability to independently carry out the duties of the position.
The ideal candidate will exhibit high productivity standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks.
The ability to effectively manage time and multi-task with attention to detail is critical to this role.
The Client Service Associate must be confident about decision-making under uncertainty and under extreme time pressure.
*ESSENTIAL RESPONSIBILITIES* *Client and Firm Engagement* · Provides administrative support as needed: answers calls, manages contacts, manages schedules, sends correspondence, produces reports and client materials, and directly assists clients · Ensures optimal in-person client experience · Primarily responsible for scanning documents and maintaining office files consistent with firm/professional policies and requirements · Supports marketing and client events as directed including distribution and posting of newsletters, blog, social, website, communications, office events, etc.
· Conducts other administrative related tasks and projects as needed · Sends paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures · Quality check and submit custodial items for processing · Manages Stage 1 of tax process, gathering and organizing documents *Advisory* · Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings · Support onboarding of new clients for all levels of client service · Provide back-office support for client account requests · Support back-office initiatives and/or core projects that support Advisory teams · Gather and prepare necessary information for advisory meetings with clients.
*POSITION SPECIFICATIONS* *Experience and Education:* · 3+ experience working in customer service; with experience working in financial services preferred · Experience working in a structured professional office environment preferred · Bachelor’s degree preferred *Skills and Knowledge:* · Excellent communication skills (verbal, written and listening) · Comfortable with basic financial concepts · General tech stack proficiency (Google Apps, MS Office, Teams, Docusign, etc.
) · Demonstrates personal integrity, honesty and can deal with confidential information daily · Ability to handle stress in a rapidly-changing work environment · Excellent time management and strong organizational skills · Ability to prioritize multiple tasks and anticipate potential problems · Ability to see a process through from beginning to end to provide exceptional results · Excellent problem solving skills *WHAT IS IN IT FOR YOU?* ● A work environment that values and supports professional development ● Have a voice and be part of a collaborative team of professionals ● The ability to directly see how your role positively impacts the amazing clients we serve ● *This is a base pay plus quarterly bonus position.
Starting base compensation of $38,000/year depending on experience in addition to a quarterly bonus that represents a significant portion of total compensation.
* Compensation is designed to increase as a result of professional growth and development.
● Benefits include health insurance, 401k, long term disability insurance, paid holidays, and generous vacation and leave policies ● While this role will require a physical presence in the office, we do pride ourselves on providing a flexible work environment *HOW TO APPLY* _For full consideration all resumes must be accompanied by a cover letter that describes your three most defining characteristics or attributes, and states why you would be a good fit for our position.
This exercise is meant to show us your writing skills, ability to follow directions and will help us get to know you.
Failure to follow these instructions constitutes an incomplete application for employment.
_ _Please upload your cover letter and resume in pdf format to the Bluestem Career Page.
_ https://www.
bluestemfa.
com/client-services-associate-2024 Job Type: Full-time Pay: From $38,000.
00 per year Compensation package: * Bonus opportunities Schedule: * Monday to Friday Work Location: In person
• Phone : NA
• Location : 1802 Fox Dr, Champaign, IL
• Post ID: 9045251790
