Great Waters Financial is seeking to hire a Client Service Advisor who will serve our clients with excellence. This role owns account maintenance and changes for our clients. Anything related to enacting parts of a client’s financial plan is completed by this team member alongside the Trading Team.

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Responsibilities  

• Client account maintenance - Address changes, beneficiary changes, account retitling (e.g. converting a Non-Qualified account to a trust account), death transfers (spousal rollovers), etc
  
• Plan Maintenance - Annuity Servicing, RMDs, Roth Conversions, Distributions/Contributions
  
• Depositing checks - Non-Qualified and Roth contributions
  
• Communication with partnering companies regarding billing needs
  
• Helping clients with document needs - Tax documents, account statements
  
• Staying on top of account alerts to ensure that we are tracking all necessary account changes
  
• Communicating with contrafirms on outstanding requests

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Characteristics of an ideal applicant

• Current or able to obtain Life Insurance and Series 65 licensing
• Series 65 licensed or able to obtain within 90 days
• Ability to work efficiently in a fast paced team environment
• Excellent written and verbal communication skills.

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