Client Service Associate - Wealth Management

Posting Description Description Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: Summary of the Role: As a Client Services Associate, you will develop long-term positive relationships with our clients both by getting to know them personally, as well as handling all their account servicing needs with ease. Whether someone needs help with a big project or a small question, they will feel confident calling you because you are friendly, capable, and reliable. When you lead a task, you follow it through to the very end. You have a thorough understanding of financial terms, offerings, processes, and resources, and know how to tailor those strategies to meet individuals’ specific needs. You can seamlessly navigate between clients, advisers, and our back-office processors to service accounts. Your motto is “I can look after that for you!” Essential Duties and Responsibilities: Build relationships with clients over the phone, in-person, and through email Receive inbound calls from clients, providing outstanding service and accuracy for requests and questions Contact clients periodically to give account and market updates Keep impeccable notes