Client Service Associate

Empowering physicians, dentists, and families through comprehensive financial planning to achieve your personal and professional goals. Our mission is to secure financial well-being by providing tailored strategies aligned with your unique circumstances.

Resourceful   |   Detail-Oriented   |   Proactive   |   Solutions-Focused   |   Reliable

Job Summary

• Prepare client meeting prep materials
• Manage underwriting process which includes providing, or collaborating with others to provide:
  • o Pre-filling and checking applications for completeness and accuracy, then submitting those applications
  • o Scheduling requirements and medical exams
  • o Monitoring application through the underwriting process and take action on cases needing attention
• Act as liaison among team, clients, and home office in client onboarding processes
• Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests
• Process client service requests/information updates
• Create, update, and edit clients’ financial plans through NM’s proprietary software, PX

Minimum Job Requirements

• • o 1-2 yrs experience in a professional office setting
  • o Obtain Life and Health license within 90 days of employment
• Preferred
  • o Finance Industry experience
  • o Experience using CRM