Description

Intrua Financial, an affiliate of Larson Financial Holdings, LLC located in Houston, TX, is seeking an experienced, positive customer service-oriented person to fill the Service Associate position. The Service Associate is responsible for assisting the Firm Partners and Client Service Associates with account set up and maintenance, meeting preparation and projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

Requirements

Responsibilities:

Answer incoming client phone calls
Greet clients who arrive in the office for scheduled meetings
Speak clearly and kindly to all clients, providing outstanding service
Prepare for meetings by offering clients beverages and snacks
Clean after client meetings in preparation for next event
Maintain CRM software to track client data
Complete client account opening and maintenance tasks as assigned

Expectations:

Ability to work with local teammates as well as teammates in other states
Ability to work with multiple financial advisors and multiple projects simultaneously
Be able deliver accurate results and achieve timely deadlines
Anticipate client questions or find the correct answer if unknown
Exercise discretion and empathy for clients
Must be motivated and goal-oriented

Skills and Experience:

Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Excellent verbal and written communication
Service oriented attitude
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
High attention to detail
Proficiency with Microsoft Office and Outlook
Exceptional organization and problem solving

Larson offers a generous employee benefits & perks package:

Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee)
ER PD Telehealth
Dental Insurance
Vision Insurance
ER PD Life, Disability & EAP Insurance
Supplemental Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities