Client Services Associate

Responsibilities

• Support the Client Relationship Management (CRM) process within the agency
• Manage account proposals and prepare new business documents
• Review account update documents and obtain necessary signatures
• Handle client inquiries via phone, fax, email, and office visits
• Proactively contact clients regarding account changes
• Document all client contact in CRM tools and files

Requirements

• 1-3 years of administrative and customer service experience
• Background in insurance and financial services (Annuities, Life Insurance, Managed Money)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong verbal and written communication skills
• Ability to handle confidential information professionally

About the Company

the Masters Wealth Management Group focuses on retirement income strategies and wealth solutions, serving clients in the local Eastern North Carolina community for over 40 years.