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Client Services Associate
Location:
Wakefield, MA
Description:
Location Note: This a hybrid role for our Wakefield, MA office. The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. This role will start out learning various departments at Sentinel and assisting a team of Financial Planners, Para Planners, Operations and Client Relationship Managers. This role will allow you the opportunity to cultivate your own sales approach before moving into a quota carrying sales position in the organization. This is an exciting and educational opportunity for someone who is looking to start a sales career in financial services. What you'll bring to Sentinel: Exceptional prioritization, written and verbal communication skills to manage multiple types of client and team requests, working effectively in a team based environment Collaboration with multiple teams across the Wealth Management unit Strategies to support new efficiency measures What you’ll be responsible for: Knowledge of Excel, Powerpoint, eMoney, Salesforce, Orion, and various custodial platforms. Support a team of financial planners with arranging participant education with plan sponsors – onsite or virtual. Maintain and update charts/graphs in presentations Work on operational/planner projects as needed Collaborate with financial planners, compliance, and marketing on presentation & marketing needs Act as a Financial Wellness Educator (once licensed when needed) (May require travel) Prepare client paperwork. Assist the Operations Team with Occasional Requests during audits A bout you: We are looking for a natural leader and innovative thinker to drive our business forward-- someone with an entrepreneurial spirit, customer focus, drive, determination and the strength of character to challenge the status quo. Flexibility, mobility, and the willingness to embrace change are vital too, as you begin your career in financial services at Sentinel. What you need to have: Preferred qualifications: Bachelor’s degree in marketing, business, organizational development, communications, or related field. Ability to obtain Series 65, and Life Accident and Health licenses within 6 months of hire Ability to obtain CFP® Excellent communication skills Outstanding organizational skills What you’ll be part of: Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021 & 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage. At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: PTO (vacation, sick, personal time bank) FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service 12 Paid Holidays (10 stated and 2 floating holidays) 2 Community Volunteer Days 5 Summer Half Days Medical, Dental, Vision Life Insurance LTD & STD Retirement Plan with 3.75% Employer Match Parental Leave See what we stand for: https://www.sentinelgroup.com/About-Us/Join-Our-Team Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Powered by JazzHR
Company:
Sentinel Group
Posted:
May 23 on The Resumator
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More About this Listing: Client Services Associate
Client Services Associate is a Jobs Client Services Associate Job at Sentinel Group located in Wakefield MA. Find other listings like Client Services Associate by searching Oodle for Jobs Client Services Associate Jobs.
Client Services Associate is a Jobs Client Services Associate Job at Sentinel Group located in Wakefield MA. Find other listings like Client Services Associate by searching Oodle for Jobs Client Services Associate Jobs.