Client Services Representative / Manager / Customer Service
Brown, Martin & Associates
Wausau, WI
Posted ago
Brown, Martin & Associates

Brown, Martin & Associates is looking for a business-minded, motivated team player to assist in our growing Christian Wealth Management firm. Our practice consists of Focus Financial, our financial planning and investment firm, and Proverbs 15:22 LLC, our CPA firm. Our organization has been growing at just over 10% per year and we are looking for someone that will help accelerate our company’s growth. 

Responsibilities

Our desire is to fill the position with someone that can move our business from good to great. We are looking to find the right candidate that can execute and improve the following areas: 

1. Marketing: Manage annual marketing plans; manage and develop improved target marketing; purchase, implement, and maintain a new client relationship management “CRM” system

2. Sales Assistance and New Client Onboarding: Assist CFP with client forms; manage new client process & client orientation; use CRM to track client implementation through the end process; drive revenue per client, and revenue per full time employee

3. Administration: Prepare & improve all management reporting; implement our organization’s mission plan; lead monthly management meetings; prepare all client review meeting detail

4. Accounting and Payroll: Prepare weekly client payrolls; enter & prepare monthly, quarterly, and annual client accounting management reporting detail for CPA

Qualifications

A qualified candidate must have knowledge of, and show wisdom with financial concepts for the benefit of our clients’ wealth management needs including insurance, investments, cash management, retirement, tax, estate, charitable planning, and general finance areas. Someone with a desire to become a CFP®, CPA, or CFA® within the next few years is a plus.

Your business and personal qualities must include honesty, integrity, a hard-working nature and overall people orientation.

Compensation
$24,000 - $48,000 with bonus plan
About Brown, Martin & Associates

We offer a unique team approach that helps busy individuals and businesses simplify the complex wealth management issues of Retirement, Investment, Tax, and Financial Planning services. We’re committed to helping our clients in Wausau, WI, and beyond, reach their long-term financial dreams by offering full-service resources all within our office.

www.brownmartinassociates.com

www.proverbs1522llc.com

www.focusfinancial.com

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