Overview
Client Service & Operations Associate Jobs in Cicero, IN at Comprehensive Financial Consultants
Client Service & Operations Associate
Comprehensive Financial Consultants is seeking a service-oriented, detail-driven professional to assist our financial advisors and support the day-to-day operations of our growing financial planning firm.
The ideal candidate will be personable, organized, resourceful, proactive, and comfortable working both independently and as part of a team. This position requires someone who enjoys working with people, takes pride in accuracy, and can help ensure that client service, paperwork, scheduling, and follow-up items are handled professionally and efficiently.
This is a full-time, in-person position that will support both our Cicero and Avon, Indiana office locations during the first year or two of employment. Candidates must be comfortable working from either office as needed. The weekly schedule may vary depending on client meetings, training, staffing needs, and office coverage. Reliable transportation is required.
Over time, the role may become more focused on one office location as the team grows and responsibilities become more defined.
Primary Responsibilities
Responsibilities may include, but are not limited to:
- Managing calendars and coordinating client meetings
- Greeting clients and providing a warm, professional office experience
- Answering phones and assisting with client service requests
- Coordinating client and prospective client events
- Using the firm’s CRM to document client-related tasks, notes, follow-ups, and activity
- Preparing, entering, and submitting client applications and paperwork
- Assisting with account forms, transfer documents, beneficiary updates, client information updates, and other administrative paperwork
- Proactively tracking client cases, paperwork status, and outstanding follow-up items
- Preparing materials and documents for client meetings
- Maintaining accurate client records and helping ensure all information is complete and up to date
- Handling sensitive and confidential client information with discretion
- Supporting advisors and team members with administrative and operational projects
- Looking ahead to “what’s next” and making the best use of time during slower periods
- Helping improve internal processes as the firm continues to grow
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded as the role develops.
Requirements
- 2+ years of administrative support, client service, office operations, banking, insurance, financial services, or equivalent experience preferred
- High school diploma required; higher-level education preferred
- Strong customer service and interpersonal skills
- Ability to build relationships with clients, prospects, and team members
- Extremely high attention to detail
- Strong organizational and follow-up skills
- Ability to manage multiple tasks and deadlines
- Professional written and verbal communication skills
- Discretion when handling confidential client and company information
- Proficiency with Microsoft Word, Excel, email, and database or CRM systems
- Willingness to learn financial planning, investment, insurance, and client service processes
- Awareness of financial terms and industry functions preferred, but not required for the right candidate
- Reliable transportation and willingness to work from both the Cicero and Avon office locations as needed
Compensation
Compensation for this position is expected to range from $40,000–$60,000 per year, based on experience and qualifications. Candidates with prior financial services, banking, insurance, or client service operations experience may be considered at the higher end of the range.
Mileage reimbursement may be provided for required travel between the Avon and Cicero office locations.
Benefits
- Paid time off
- Monday through Friday schedule
- Full-time position
- Professional office environment
- Opportunity to grow within an independent financial planning firm
Schedule
- 8-hour shift
- Monday to Friday
- In person
Work Location
This position will support both:
- Cicero, Indiana
- Avon, Indiana
Candidates must be able to reliably commute to both office locations as business needs require.
About Comprehensive Financial Consultants
Comprehensive Financial Consultants is an independent financial planning and investment firm centered around our belief in serving clients “Every Step of the Way.”
We focus on helping individuals and families navigate retirement planning, investment management, tax planning, estate considerations, insurance, and long-term financial decisions through a personal, relationship-driven approach.
Learn more at www.cfcplans.com.
Pay: $40,000.00 – $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Retirement plan
Work Location: In person
Title: Client Service & Operations Associate
Company: Comprehensive Financial Consultants
Location: Cicero, IN
