B.O.S.S. RETIREMENT
Career Opportunities


Come Join our Team

Client Services/Servicing Specialist

Job Description:

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience.  This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability.  The Client Services/Servicing Specialist will be pro-active and follow through with client requests in a timely manner. Time management and the ability to appropriately prioritize is important.

Duties include, but are not limited to:

  • Helping current families continually deepen their relationship with the firm through regular contact
  • Scheduling current families for Annual Financial Reviews
  • Manage and maintain current client accounts, such as reallocation transactions, address changes, distributions
  • Process and track service requests
  • Follow the developed company systems and processes
  • Client meeting preparation
  • Weekly team meetings

Minimum Qualifications:

  • Bachelor’s degree preferred
  • 2 + years of financial services experience with an emphasis in customer service
  • Utah Life and Health Licensed required
  • Series 65 preferred
  • Proficient in Microsoft Office and have an understanding of Mac IOS
  • Experience CRM preferred, but not required

*This position starts at a base salary of $50,000/year with possible quarterly bonuses.

 

 

Office Administrator

*The Office Administrator position is for our Ogden or Cottonwood Heights office locations

Job Description:

The Office Administrator is a full-time position responsible for building connections and trust with clients and managing the office.  The Office Administrator role is vital to the success of the business and providing support to the Advisors of the office.   This individual will be involved in many details of the business requiring high-level time management and organizational skills and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change.

Responsibilities include but are not limited to:

  • Greeting clients
  • Prep documents for client appointments
  • Screen inbound calls
  • Calendar Management
  • Appointment Confirmation/follow-up
  • Tracking/ordering supplies
  • Attend meetings at Corporate office in Lehi
  • Attend all company events and seminars

Minimum Qualifications:

  • Bachelor’s degree preferred (in lieu of degree must have 4 years of relevant office experience)
  • Minimum of 1-year experience in customer service
  • Minimum of 1-year experience in professional office setting
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Must be available to work full-time hours: Monday-Friday 8:30 am- 5:30 pm

 

Salary: $32,000-$36,000/year Depending on Experience

 

 

Client Services/Servicing Advisor

Job Description:

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience.  This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability.  The Client Services/Servicing advisor will be pro-active and know how to follow through with sales opportunities while providing superior client service; always putting clients first.

Duties include, but are not limited to:

  • Helping current families continually improve their customized financial plan by finding new opportunities
  • Meeting with current families for Annual Reviews to ensure implemented plans are on track for their retirement goals
  • Manage and maintain current client accounts
  • Process and track service requests
  • Develop, manage and retain strong client relationships
  • Follow the developed company systems and processes

Minimum Qualifications:

  • Bachelor’s degree preferred
  • 2 + years of financial services experience with an emphasis on sales
  • Utah Life and Health Licensed required
  • Series 65 required
  • Proficient in Microsoft Office and have an understanding of Mac IOS
  • Experience CRM preferred, but not required

*Pay:  $75,000 per year base salary plus commission

 

 

To apply please send resume to:  Melisa Bingham at mbingham@bossretirement.com

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Or give us a call at 801.990.5055.