Client Services Associate - Vantage Retirement Plans, LLC : Job Details

At Vantage, we have a client-first mentality that we strive to live and breathe every day through our common purpose “to serve others with excellence.” In this role, you will connect with clients via inbound phone calls to assist with their account-related inquiries, function as their subject-matter expert, and cultivate an effortless client experience. If you are passionate about helping others and are seeking an opportunity to use your client service experience, effective communication skills and positively impact the financial lives of our clients, join our committed and talented high-performing team as a Client Service Associate.

Why Vantage

At Vantage, we pride ourselves in having a work environment that supports our team members to be their best, do their best and feel their best. Our benefits package was designed with you in mind, including benefits centered on financial and career stability, longevity, and professional fulfillment.

The total potential compensation range for your first full year in this role is $60,000 - $75,000 (base salary determined by skills and experience, merit increases, plus company incentive-based bonuses). In addition, Vantage provides a competitive benefit package to all employees. A few of our benefits include:

• Top-notch training and development programs to equip you with the tools to take the Certified IRA Services Professional (CISP) designation
• Company performance-based incentives, paid in quarterly installments if achieved (4% of salary)
• 15 PTO days and 10 federal holidays in year one of employment
• Multiple medical plan options to choose from, with a percentage of the employee health care insurance covered
• Annual Employer 401(k) Plan Safe Harbor contribution after one year of service (3% of salary)

How you will make a difference

We are here to help clients to take control of their retirement savings, discover the world of Self-Directed IRAs, meet our clients where they are, and ensure they feel supported when they call into Vantage. As a Client Service Associate, you will:

• Guide our clients to providing necessary documentation promptly to ensure a smooth transactional experience through their Self-Directed IRA investing journey
• Maintain strong performance metrics
• Increase functional expertise through ongoing training
• Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate service solutions
• Educate IRA investors about the alternative investment choices available to them through our Self-Directed IRA services

What it takes

At its core, this role has one main goal - to create and maintain effortless client experiences. The most important things you need are retirement industry knowledge, strong client service experience, commitment to serve others with excellence and a thirst for learning and growth. We have seen the most success from individuals with:

• 3+ years of experience in a client service role in the retirement industry
• Knowledge of Self-Directed IRAs and alternative investments
• A desire for stability and longevity in a role and company loyalty
• A learner's mindset and an appetite to continuously build your business acumen
• High school diploma, associate degree, or bachelor's degree

Who you are NOT

We get it - this position isn't for everyone! You probably won't thrive in this role if you are someone who:

• Doesn't enjoy being on the phone
• Prefers large chunks of focus time
• Doesn't like being held accountable to metrics
• Cares more about efficiency than the client experience

How we will help

Choosing the next step in your career path can be a difficult decision, we are here to support you to ensure you thrive at Vantage. Our training and professional development program will provide you with:

• Access to learning and development, resources to equip and empower you with the skill set to become a functional subject matter expert in our field of Self-Directed IRAs
• Coaching by purpose-driven leaders to help you excel in this role
• Acumen building on services and processes to equip you with the expertise necessary to have meaningful conversations with our clients to deliver an effortless client experience
• Frequent in-office collaboration activities to build a culture of teamwork

Your hiring team at Vantage:

J.P. Dahdah, Founder and CEO

Carmen Margie, Chief of Staff

Nadiya Waterloo, Executive Director

Tia Geurts, Executive Director