Now Hiring - Sales and Client Services Associate in Germantown, TN

Sales and Client Services Assistant

Shoemaker Financial is seeking a Sales and Client Services Assistant to supports the business development efforts of our Advisors and the Firm. A successful candidate will have strong communication and organizational skills with the ability to multi-task and work independently.

Essential Responsibilities:

• Adhere to the highest degree of professional standards and strict client confidentiality
• Aid senior advisor(s) by handing a variety of administrative functions. Own projects from start to finish.
• Direct correspondence and provide service to clients through phone and e-mail
• Prepare materials for client meetings, seminars, and presentations
• Handle processing and follow-up on new business or service requests
• Handle clerical tasks to maximize productivity of the Advisor and the Firm
• Manage advisor(s) calendar and emails as directed
• Strive to improve the advisor’s practice management and the overall client experience
• Other duties as requested by management

Qualification Requirements:

• Bachelor’s Degree preferred or AA degree
• 2+ years’ experience in financial and/or insurance environment preferred
• Excellent oral and written communication skills
• Organized and able to manage/prioritize workload effectively
• Ability to assume responsibility, meet deadlines, and work independently with little or no supervision.
• Strong attention to detail and proofreading skills.
• Good at problem solving. Resourceful, creative, and results oriented.
• Excellent computer skills including expertise in Microsoft Office (including excel), Microsoft Outlook, and the ability to quickly learn and adapt to new or changing technologies.

About Our Firm
Shoemaker Financial was founded in 1978 with a vision to create a successful and dynamic financial firm for clients and associates alike. Since then, Shoemaker Financial has flourished by staying true to our mission: To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime. Our success is also rooted in our three core values of Integrity, Trust, and
Mutual Respect. These core values are demonstrated each day by our team of over 130 driven, talented, and experienced professionals. These core values are fundamental to how we work and have contributed to our long-running accolades of National Best and Brightest Companies to Work For (2[please apply online]) and locally Top Places to Work (2[please apply online]).
We pride ourselves on doing what is best for our clients, and we are committed to nurturing a professional and connected workplace.

To apply, submit your resume to our Operations Manager, Emily Knack .

Securities & Investment Advisory Services offered through Securian Financial Services. Member FINRA/SIPC.
Shoemaker Financial is independently owned and operated.

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Germantown, TN 38138: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Required)

Work Location: One location