Job description

Joule Financial, a Bluespring Wealth Partner, is a fee-only financial planning firm in Lexington, KY servicing clients across the country. As a fiduciary we assist clients to identify, plan, and reach their financial goals from their wealth development years and throughout their retirement journey.

Client Services Associates are team members who assist clients with account maintenance requests, assist in outreach to existing clients, and perform administrative tasks to support different projects within our firm.

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

• Customer service (greeting clients, answering phones, processing and forwarding requests)
• Attend client meetings and take notes
• Manage client onboarding experience
• Account Servicing (generating/processing paperwork)
• Assist with team calendars and client scheduling
• Data entry (Wealthbox, Black Diamond, Schwab)
• Maintaining physical files, scanning, and digital filing
• Keeping up with credit card transactions and processing expense reimbursement request

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

• Ability to maintain confidentiality and exercise discretion
• Proficiency in MS Outlook, MS Excel, and MS Word
• Exhibit professional phone demeanor
• Exceptional organizational skills, efficiency skills, and communication skills, both verbal and written
• Attention to detail
• Commitment to professionalism, accountability, customer focus, and teamwork
• Able to manage simultaneous projects and perform multiple tasks efficiently

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

• High School diploma required.
• Some client services experience required.
• Industry experience preferred.

CERTIFICATIONS, LICENSES, REGISTRATIONS: None

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

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