Client Services Champion
Position Summary:
Eaton-Cambridge Inc. is seeking a career-minded team player who wants to grow with us. Our financial planning firm is growing rapidly as we build a culture of selfless service to our clients and to others we meet. This client-facing role is key to crafting our dream team of servant leaders. Roles include working alongside two financial advisors in welcoming clients to the firm, preparing and executing various paperwork, organizing client events, strategizing client communication, preparing client reports, and if licensed, rebalancing client portfolios at the financial advisor’s direction. The role is best suited for an operations-oriented professional with an eye for details, strength in process improvement, and unwilling to accept anything but the very best for our clients and staff. In short, you will work alongside our financial advisors to create a world-class service experience for our clients.
Position Requirements:
Job Duties:
For more information, please contact:
Marc Giannone
marc@eatoncambridge.com
480.385.7392
Position Summary:
Eaton-Cambridge Inc. is seeking a career-minded team player who wants to grow with us. Our financial planning firm is growing rapidly as we build a culture of selfless service to our clients and to others we meet. This client-facing role is key to crafting our dream team of servant leaders. Roles include working alongside two financial advisors in welcoming clients to the firm, preparing and executing various paperwork, organizing client events, strategizing client communication, preparing client reports, and if licensed, rebalancing client portfolios at the financial advisor’s direction. The role is best suited for an operations-oriented professional with an eye for details, strength in process improvement, and unwilling to accept anything but the very best for our clients and staff. In short, you will work alongside our financial advisors to create a world-class service experience for our clients.
Position Requirements:
- Two years-plus financial services experience.
- Be you. We know you’re really good at it and that’s why we’d hire you.
- Work hard. You will be rewarded with personal satisfaction, fun, and financial incentives.
- Not grumpy. We need more smiley people in our office.
- Do the right thing every time.
- Keep learning new things and share with the team. We need people smarter than us.
- Continually make things better. There’s always room for improvement and we’re open to change.
- You’ll learn the rest on the job. We’ll figure it out together along the way.
- You have financial securities licenses: Series 65 or Series 7 & 66.
- You have life insurance licensing.
- You are familiar with Redtail CRM, Morningstar Direct, TD Ameritrade VEO, iRebal, eMoney.
Job Duties:
- Handling important detail work that you’re really good at like preparing paperwork, running reports, transferring funds, answering telephones, and scheduling appointments so that our financial advisors can do more of what they’re really good at, like helping clients make good decisions with their money and building relationships with new families who need our help.
For more information, please contact:
Marc Giannone
marc@eatoncambridge.com
480.385.7392
