Join The Alliance Financial Planning Team

Client Services Associate

Alliance Financial Planning in Lexington, KY is seeking a Client Services Associate to join their team!

Job Description: The Client Services Associate will be responsible for working with a team of two Advisors on support tasks for a busy practice. He/she will ensure that we are regularly engaging with clients and prospects by coordinating meetings, events, and other opportunities. He/she is responsible for the administration of our office filing and client relationship management databases.

Responsibilities include:

• Schedule client review meetings
• Answer incoming phone calls & greet client/prospects as they arrive for appointments
• Prepare review sheets & performance reports used for client appointments
• Assist in creating illustrations & investment hypotheticals
• Monitor and adjust the social media schedule
• Lead on client service requests, paperwork creation/submission, database entry and follow through to completion
• Work directly with team’s Advisors on developing appropriate office efficiency protocols
• Prepares documents for mail/fax/email or overnight mailing

Relevant experience:

• 3+ years of professional experience in the financial, insurance or legal industry
•  Ability to adopt technology quickly
• Interpersonal skills, we treat our clients like family
• Very organized and detail oriented

This is a paid full time salaried position, in office, with opportunity to learn and grow with our practice.

Interested applicants may contact us by email at diane.verhalen@lpl.com

Background check is required or all positions. Our team member will be expected to closely follow all Advisor, Firm and National regulatory requirements to ensure protection of confidential client financial data.