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Business associate Jobs in Sacramento, CA
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Client Service Associate – Business Processor
Retirement Security CentersSacramento, CA, United States- Promoted
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- New!
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Retirement Security CentersSacramento, CA, United States- Full-time
About Us
At Retirement Security Centers (RSC), we take pride in our commitment to core values, fostering a growth mindset and holding the utmost respect for everyone. Our firm operates with a process-driven, planning-led approach, prioritizing collaborative communication in all that we do. We are dedicated to guiding our clients through their most important life decisions, especially during the critical phase of retirement planning.
The Position
We are expanding our team by hiring a Client Services Associate / Business Processor. This important role supports the client acquisition process, from preparing applications for submission to funding, and is essential to enhancing the overall client experience. You will work closely with our team and external partners to develop client service solutions and assist with firm operations as needed. Our office is committed to delivering high-level service, and we expect all team members to collaborate respectfully and maintain a positive attitude. Please note that this position will initially be for 32 hours per week and will transition into a full-time role.
Minimum Requirements :
- Commitment to professionalism and exceptional customer service
- Teachable and collaborative mindset
- Experience in financial services and processing new business paperwork preferred but not required
- Previous administrative or support role experience preferred
- Intermediate to advanced computer skills, with proficiency in Microsoft Office Suite
- High school diploma or equivalent; additional education or certificates a plus
Required Skills :
Responsibilities :
We Offer :
To Apply
Please email your resume and cover letter to [email protected].
Join us at Retirement Security Centers and be part of a team that values your contributions and supports your professional growth. We look forward to welcoming you !
Securities and investment advisory services offered through Osaic FA, Inc. , member FINRA / SIPC. Osaic FA is separately owned, and other entities and / or marketing names, products, or services referenced here are independent of Osaic FA . CRN-7518161-011025