A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Client Service Specialist to join their growing team! As a Client Services Specialist, you will work directly with insurance/investment companies, our back-office team, and financial planners to impact the lives of the families we work with. If you have a passion for serving others, being a team player, are driven to succeed, and are ready to thrive in the Financial Services Industry, this is the team for you!
Responsibilities
- Prepare, submit, execute, & track Onboarding Paperwork and service-related items
- Scan, save & mail documents as needed
- Input and maintain CRM system with financial accounts, current client information and status updates regarding pending business and service requests
- Execute advisor’s requests including money movement, trades, account changes, etc.
- Assist with business operations including technology, data integrity, and licensing/contracting
- Navigate carrier and custodian websites for account/policy information & alerts, pending business status, status of transfers, etc.
- Make outbound calls to get updates on pending items to ensure smooth processing and that standard processing times are being met
- Communicate with the advisory staff, team members, and custodians/carriers to gather any missing information, resolve any NIGOs, update on status of accounts and services requests
Qualifications:
- Great team player and winning attitude
- Excellent verbal and written communication skills with strong attention to detail
- Strong time management and organizational skills
- Proficiency in core Microsoft Office Systems
- Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from clients, Advisors, and team members
- Professional and positive attitude
- Trustworthy; uses discretion with confidential information
- Degree in business, finance, or similar
- 3+ years of experience in the financial services industry within a client service & ops support role
- Insurance (Life & Annuity) experience preferred but not required
- Investment experience preferred but not required
Compensation & Benefits
This is a salaried position subject to current market demands and candidate experience that offers bonus opportunities and includes a competitive benefits package; Medical, Dental and Vision benefits, 401k, and generous PTO