Broker Check

Join Our Team!

Client Care Specialist

Overview:

Firenze Wealth Management is a leading wealth management firm located in Tigard, OR. With a focus on personal and business financial planning, we are committed to providing holistic solutiuons to our clients through honest and thoughtful care.  Our firm is committed to a culture of integrity, strong core values, and genuine concern for others. We are committed to attracting and retaining top talent in a team environment that is supportive and collaborative. Together, we focus on providing our clients with a consistent high level of service in a fast-paced environment that will enable you to grow as a professional.  

Job Description:

The Client Care Specialist (CCS) enhances the client experience by providing exceptional client service, serving as administrative and operational support to Financial Advisors. This is an internal, in-office role with a focus on servicing our 403(b) Plans. The CCS is responsible for understanding firm policies, procedures, and capabilities that will allow them to interact with the Advisor team, as well as, new and existing clients.

Responsibilities:

  • Compile information and prepare account paperwork for new and existing clients
  • Maintain and update information in CRM database, according to firm standards
  • Build relationships with clients and maintain open lines of proactive communication
  • Assist clients with general account servicing, money movement requests, and demonstrate solution-based approaches to resolve problems
  • Provide administrative support to portfolio manager and financial advisors, as needed
  • Manage projects, educate plan participants, and act as a vendor liaison, as needed
  • Work collaboratively with colleagues and others on the team
  • Actively participate to create and improve procedures to help better the client experience
  • Help maintain client data integrity and stay current with firm policy and procedures in an ever changing regulatory environment

Requirements:

  • Associate’s degree or equivalent financial servicing experience (2+ years)
  • Knowledge of 403(b) plans, policies and procedures
  • Team-oriented personality who enjoys working closely with others, as well as independently
  • Must be proactive, autonomous, detail-oriented, with ability to multitask and meet project deadlines
  • Strong communication skills, verbal and written, and able to effectively communicate complex and technical information
  • Positively represents our company brand
  • Highly proficient with technology, CRM, industry tools, MS Office, and spreadsheet applications
  • Securities Licensed (or interest in obtaining)

Compensation:

  • Commensurate with experience and skills
  • Excellent Benefits (medical, dental, vision)
  • Employer-Matched 401k for those who quality
  • Team Bonus incentive eligible

Please send resume to: elsa.marcotte@firenzewealth.com

Insurance Associate/Client Care Specialist

Overview:

 Firenze Wealth Management is a leading wealth management firm located in Tigard, OR. With a focus on personal and business financial planning, we are committed to providing holistic solutions to our clients through honest and thoughtful care.  Our firm is committed to a culture of integrity, strong core values, and genuine concern for others. We are committed to attracting and retaining top talent in a team environment that is supportive and collaborative. Together, we focus on providing our clients with a consistent high level of service in a fast-paced environment that will enable you to grow as a professional.  

Job Description:

 The Insurance Associate (IA)/Client Care Specialist (CCS) enhances the client experience by providing exceptional client service, serving as administrative and operational support to Financial Advisors. This is an internal, in-office role with a focus on supporting our life insurance business. The IA is responsible for understanding firm policies, procedures, and capabilities that will allow them to interact with the Advisor team, as well as, new and existing clients.

Responsibilities:

  • Prepare, review & submit applications, ensuring accuracy to enable timely processing
  • Monitor case progress, tracking requirements and providing ongoing status updates, escalating as needed
  • Coordinate with insurance carriers, underwriters, physician offices, and others to understand case requirements
  • Maintain and update information in CRM database, according to firm standards
  • Build relationships with clients and maintain open lines of proactive communication
  • Assist clients with general account servicing, money movement requests, and demonstrate solution-based approaches to resolve problems
  • Provide administrative support to portfolio manager and financial advisors, as needed
  • Manage projects, educate plan participants, and act as a vendor liaison, as needed
  • Work collaboratively with colleagues and others on the team
  • Actively participate to create and improve procedures to help better the client experience
  • Help maintain client data integrity and stay current with firm policy and procedures in an ever changing regulatory environment

Requirements:

  • Insurance Licensing is preferred prior to but will be required after employment.
  • Associate’s degree or equivalent insurance/financial servicing experience (2+ years)
  • Knowledge of life insurance, policies and procedures
  • Team-oriented personality who enjoys working closely with others, as well as independently
  • Must be proactive, autonomous, detail-oriented, with ability to multitask and meet project deadlines
  • Strong communication skills, verbal and written, and able to effectively communicate complex and technical information
  • Positively represents our company brand
  • Highly proficient with technology, CRM, industry tools, MS Office, and spreadsheet applications
  • Securities Licensed (or interest in obtaining)

Compensation:

  • Commensurate with experience and skills
  • Excellent Benefits (medical, dental, vision)
  • Employer-Matched 401k for those who quality
  • Team Bonus incentive eligible

Please send resume to: elsa.marcotte@firenzewealth.com

Have a Question?

Thank you!
Oops!