Advisor Employee Services

Application Processor/Client Services - Financial Firm - Wall, NJ

WALL, NJPosted 23 days ago

Job summary

  • Job post source

    This job is from a recruiting firm hiring for a separate company.

  • Job overview

    The Application Processor/Client Services role at Family Focus Financial Group in Wall, NJ involves managing the client acquisition process to ensure smooth application submission to policy delivery, impacting client financial freedom.

  • Responsibilities and impact

    The role requires processing new business applications, ensuring accuracy and completeness, submitting applications to agencies, following up on pending applications, resolving issues, and responding to advisor requests to maintain client satisfaction.

  • Compensation and benefits

    The salary ranges from $62,000 to $70,000 based on experience, with employer-paid health insurance, 401k, and paid time off benefits.

  • Experience and skills

    Candidates need 2+ years of industry experience, preferably in financial paperwork processing, intermediate to advanced computer skills including Excel, and knowledge of tax-qualified accounts, brokerage accounts, annuity, and life insurance applications is preferred.

  • Work environment and culture

    The company values client-first service and a positive, detail-oriented team environment focused on quality and persistence.

  • Company information

    Family Focus Financial Group is a financial firm focused on client financial freedom, supported by Advisor Employee Services, a consulting firm representing top financial advisors nationwide.

  • Job location and travel

    The job is located in Wall, New Jersey, with office hours Monday-Thursday 8:30am-5pm and Friday 8:30am-2:30pm.

  • Application process

    Applicants are encouraged to apply through Advisor Employee Services, a consulting firm that facilitates hiring for financial advisors, with information available on their website.

  • Unique job features

    The role emphasizes minimal direct client interaction, focusing on processing and organizational skills to ensure smooth application workflows.

Company overview

Advisor Employee Services specializes in providing comprehensive support and consulting services to financial advisors and their practices. They generate revenue through a range of services including practice management, succession planning, and operational efficiency improvements. Founded with a mission to empower financial advisors, the company has a history of fostering growth and sustainability within the financial advisory industry. Their expertise helps advisors enhance client relationships, streamline operations, and achieve long-term business goals.

How to land this job

  • Tailor your resume to highlight your experience with processing new business paperwork and your proficiency with Excel, emphasizing your attention to detail and organizational skills to match the Application Processor role at Advisor Employee Services.

  • Showcase your knowledge of financial products such as Tax Qualified and Non-Tax Qualified Accounts, Brokerage accounts, Annuity, and Life Insurance applications to align with the preferred qualifications in the job description.

  • Apply through multiple channels including the Advisor Employee Services corporate website and LinkedIn to increase your chances of visibility and consideration for the position.

  • Connect with current employees or team members in the Client Services or Application Processing division at Advisor Employee Services on LinkedIn; use ice breakers like commenting on their recent posts about client service excellence or asking about their experience working in financial client services.

  • Optimize your resume for ATS by including keywords from the job description such as 'client acquisition process,' 'application processing,' 'financial paperwork,' 'Excel,' 'attention to detail,' and 'client service' to ensure your resume passes initial screenings.

  • Leverage Jennie Johnson's Power Apply feature to automate applying through various platforms, tailor your resume with the right keywords, and identify relevant LinkedIn connections, allowing you to focus your energy on preparing for interviews and networking.

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