CAREER OPPORTUNITIES

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At Howard Bailey Financial, our mission

is to always seek a better approach, a better method, a better answer, and a better result to the financial challenges and objectives of the people we serve.

Our team members are more like family. We seek to ensure that we are honoring their commitment to the firm as much as we do our clients. We currently offer competitive compensation, health insurance, 401K, Life, Disability and paid time off. In addition, we have a work hard/play hard atmosphere. When we are not serving our clients, you may find us chatting about the daily morning brainteaser, grabbing lunch together or enjoying a company-sponsored spa day as a reward for doing an awesome job. We certainly recognize that our team members are what make our continued growth possible.

Current Job Openings:

 

  Client Success Officer

Location: Fort Wayne

Our financial firm prides itself on providing the ULTIMATE client and team member experience! We are a family owned company that is focused on being the most trustworthy source of retirement planning advice. At Howard Bailey Financial, Inc., we treat each client like part of the family and strive to always offer a white glove level of service. Our commitment to our clients is unparalleled and has provoked tremendous and rapid growth. And that is where you come in!

• If you have a background in banking, finance, accounting or retirement services...

• If your closest friends would describe you as optimistic, organized and a superior multi-tasker...

• If you enjoy meeting new people, building relationships and working as an integral part of a team...

If you are the type of person that simply must see a task through to completion, then we want to hear from you! You may be a great fit as a Client Success Officer,where YOU can make a direct impact on our client’s financial freedom!

Minimum Requirements:
• Bachelor's degree, preferably in Business or Finance
• 2 + years of experience working in a professional office & fast-paced environment
• High proficiency in MS Office Suite
• Comfortable and familiar with CRM platforms
• Highly proficient with paper and electronic filing, phone systems and Mac computers
MUST HAVE Financial Industry experience
• Ability to lead and manage a team
• Excellent problem-solving skills
• Confident conflict resolution
• Strong organizational skills and an attention to detail
• Ability to complete important client applications and transfer paperwork
• Ability to demonstrate persistence and follow through to achieve quality
• Excellent verbal and written communication
• Self-directed initiative
• Sense of urgency

Position Responsibilities:

• Prioritize day-to-day tasks and issues
• Operate with a proactive approach to advisors and clients
• Cross-train in processing new business applications and service requests
• Follow-up on pending business with clients, including resolving issues
• Respond to client inquiries
• Work closely with advisors and other client service team members

Key Traits:

• Strong initiative
• High emotional IQ
• Glass half full mentality
• Unstoppable level of persistence
• High personal emphasis on learning and development
• A passion for serving others
• Stick-to-itiveness
• Thrive in a “time sensitive” environment
• Adaptable to changes without affecting the quality of work

 

BUT it’s not all about what we want—it’s also about what we would like to offer you!

Our team members are more like family. We seek to ensure that we are honoring their commitment to the firm as much as we do our clients. For the right person, we are offering a superb deal: The opportunity to learn all about the financial industry, opportunity to develop professionally and an environment where the sky is literally the limit in terms of career advancement! Our rapidly-growing financial firm is setting trends in terms of the way we grow our business - and the results speak for themselves. We offer excellent service to our clients and prospects. But we don’t stop there. We also provide unrivaled benefits to our team, a competitive compensation package including company-sponsored Health insurance and a 401K with a company match. Dental, Life and Disability insurance are also available.Oh, and don’t forget the Paid Time Off. For this position, we are offering 24 days off per year PLUS paid holidays!

In addition, we have a work hard/play hard atmosphere. When we are not serving our clients, you may find us chatting about the daily morning brain teaser, grabbing lunch together or enjoying a company-sponsored spa day as a reward for doing an awesome job. We certainly recognize that our team members are what make accommodating our continued growth possible.

How to apply: If this describes you, we'd love to chat! Send your cover letter and résumé to iwanttowork@howardbailey.com.

Client Service Concierge

Location: Fort Wayne office

Our financial firm prides itself on providing the ULTIMATE client and team member experience! We are a family owned company that is focused on being the most trustworthy source of retirement planning advice. At Howard Bailey Financial Inc., we treat each client like part of the family and strive to always offer a white glove level of service. Our commitment to our clients is unparalleled and has provoked tremendous and rapid growth. And that is where you come in!

  • If you have a background in banking, finance, accounting or retirement services...
  • If your closest friends would describe you as optimistic, organized and a superior multi-tasker...
  • If you enjoy meeting new people and building relationships...
  • If you are the type of person that simply must see a task through to completion then we want to hear from you! You may be a great fit as a Client Service Specialist, with Howard Bailey, where YOU can make a direct impact on our client’s financial freedom!

Key Responsibilities:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

  • Prioritize day to day tasks and issues
  • Operate with a proactive approach to advisors & clients
  • Be cross trained in processing both new business applications and service requests
  • Follow-up on pending business with clients including resolving issues
  • Work closely with advisors
  • Respond to client inquires

Basic Requirements:

  • A positive attitude, desire to be part of a team and the ability to place a high emphasis on client service
  • Intermediate computer skills desired
  • MUST HAVE previous work experience in Financial industry
  • Strong organizational skills and attention to detail
  • Ability to complete important client applications and transfer paperwork
  • Ability to demonstrate persistence and to follow through to achieve quality
  • Excellent communication - both verbal and written
  • Self-directed initiative
  • Sense of urgency

How to apply: If this describes you, we'd love to chat! Send your cover letter and résumé to iwanttowork@howardbailey.com.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Give us a call at (866) 482-9559

Or email us at info@howardbailey.com.