Client Transfer Specialist - Sparks Group

Job Summary/Company: Do you thrive in a client service-focused environment and possess a passion for exceeding expectations? Sparks Group has partnered with a well-known Financial organization seeking a highly motivated and organized Client Associate to join their high-performing team of advisors.  You will play a vital role in supporting our team by providing exceptional client service and ensuring efficient administrative operations.  Apply now and call us at 703-620-6444.

Responsibilities:

• Maintain and update client information with accuracy and attention to detail.

• Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities.

• Assist in the preparation of reports, presentations, and other materials for client meetings, contributing to effective communication and informed decision-making.

• Meticulously collecting and verifying documentation for efficient account setup and service delivery.

Qualifications/Background Profile:

• Minimum of 2-3 years of experience in client service, ideally within the finance sector.

• Bachelor's degree in Finance or Accounting is preferred. 

• Exceptional communication, interpersonal, and multi-tasking skills, with the ability to manage multiple priorities effectively.

• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.

• Strong organizational skills and the ability to prioritize tasks in a fast-paced environment

License/Certification:

• VA Life,Annuities, and Health Insurance License (Preferred)
• FINRA License- Series 65 or 66 (Preferred)

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This job is In-Person.

We offer several comprehensive benefits package including health and life insurance, paid and unpaid time off, and retirement and savings plans to qualifying employees.

Download the Sparks Group mobile app from Apple App Store or Google Play.

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Sparks Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy, citizenship, family status, genetic information, disability, or protect veteran status.