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  • Client Service Associate

    Posted: 08/12/2022

    Callahan Financial Planning is seeking to hire a Client Service Associate who has experience working in a high-quality service environment within the financial services industry. This individual will be responsible for communicating directly with high-net worth clients on a variety of financial topics that impact their retirement plan. The ideal candidate will have a general understanding of finance, investments, and retirement planning and will enjoy communicating with clients regularly.

    This position is an opportunity to gain valuable experience in wealth management, working closely with our team of experienced financial professionals. Someone entering this role has growth potential to expand in the areas of client impact, operations, financial planning, and investment management.

    Preferred education and/or experience includes:

    • 2+ years’ experience interacting with clients in a high-quality service environment.
    • 1+ year experience in personal financial planning, wealth management, tax preparation, or banking is preferred.
    • Bachelor's degree or greater is preferred, but not required for applicants with sufficient relevant experience to the position.
    • Must have strong communication skills and be proficient in creating high-quality client interactions through phone calls, emails, and face-to-face conversations.

    This role is posted in several markets with the intention of hiring one individual.

    Experience and Skills:

    • Maintain a positive attitude and willingness to work in a team environment.
    • Write/manage emails and phone calls from clients, staff, and others.
    • Promote deep client relationships by providing prompt and courteous operational service on all inquiries received.
    • Greet, interact with, and answer calls for current and prospective clients about their financial plan.
    • Manage the reception and shared office areas to ensure in-person, telephone, and online client communications are of the highest quality to the public.
    • Maintain and assist in the management of all necessary office and client records and their compilation, including taking detailed notes and conducting business with confidentiality.
    • Identify opportunities to improve service delivery and support process improvement initiatives.
    • Contribute to the maintenance and appearance of the office and its facilities.
    • Assist and support other financial planning staff as needed.
    • Ability to perform other duties as assigned. 
    All employees of Callahan Financial Planning generally exhibit the following competencies:
    • Excellent interpersonal, written, and verbal communication skills.
    • Strong analytical, problem-solving, and organizational abilities.
    • Comply with all Registered Investment Advisor, banking, and company regulations, policies, and procedures.
    • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
    • To effectively perform the job, one must have reliable transportation to travel to and from work and other work-related events.
    • While rare, the position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.
    • Operates in full compliance with internal policies and procedures, as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management.
    • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



    Competitive benefits package:

    • Health and dental insurance
    • Life insurance package
    • Generous PTO and holiday package
    • 401K contribution and match
    • Professional development expense allowance
    • Gym membership reimbursement
    • Tuition reimbursement
    • Paid volunteer time off (VTO)
    • Wellness program 
    EEO Employer/Vet/Disabled

    TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

    TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.

    Position Type: Full-time