Client Service Specialist - Financial Firm - Austin TX
Client Service Specialist - Financial Firm - Austin TX
Posted on :
13-04-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 45000 - 60000
Vacancy
1 Vacancy
Posted on :
13-04-2025
Job Description
Client Service Specialist
Are you looking for an opportunity to utilize superior client service skills and work oneonone with clients daily If you enjoy developing longterm relationships constantly challenging yourself and providing superior administrative support we would like to talk to you!
Our fastpaced financial firm REAP Financial Group LLC in Austin TX is seeking to add a Client Service Specialist to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry longterm and contribute to the growth of our business.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals incoming client service calls database management and client appointment preparation including updating client account summaries for their review meetings preparing the main advisor for his/her review meetings and preparing issued accounts for delivery.
Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent followthrough
Minimum Requirements:
- Financial or Insurance Industry experience required
- 3 years working alongside a Financial Advisor in a fastpaced office environment preferred
- Experience with MacOS preferred and the ability to learn new software quickly
- CRM experience
- Texas Life Insurance License or Series 65 preferred
Responsibilities:
This Client Service Specialist will be expected to have consistent followthrough with all efforts build relationships with prospects and clients and help prepare the Advisor for client appointments. Other daily weekly and monthly tasks may include:
This Client Service Specialist will be expected to have consistent followthrough with all efforts build relationships with prospects and clients and help prepare the Advisor for client appointments. Other daily weekly and monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Complete and process new business applications following up on pending business and contacting individual clients with updates
- Manage the new business submitted and new business issued in reporting tool
- Order and stock new business applications and marketing brochures
- Update and review database/CRM to reflect account status regarding new business and/or service
- Maintain an organized compliant and efficient filing system
- Complete and process all applications for business submitted by Advisor
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates reports and mailings
- Assist Advisor(s) with educational workshops and client events as needed
- Assist in setting client appointments and assist Advisor(s) with preappointment preparation
- Maintain current Advisors licenses and appointments with agencies and companies
Required Behaviors and Motivators:
- Excels in identifying problems quickly
- Highly efficient i.e. doesnt get bogged down with details
- PeopleCentric i.e. open while displaying strong people acumen
- Strong getitdone attitude that moves things along quickly
- Zero procrastination i.e. doesnt linger over projects but drive them to completion
- Able to move between projects while prioritizing the most important ones first
- Detailed but not perfectionist i.e. values planning and organizing but never at the expense of getting things done on time
- Extremely flexible i.e. able to switch gears and lanes with ease
- Strong ownership of projects with the ability to let things go when necessary
Salary:
- $45000 $60000/year Based on experience
Benefits:
- Health Dental and Vision 100 paid by company)
- PTO
- Unlimited Flex time
- Maternity/Paternity leave
- After 1 year:
- 401(k) with generous matching and profit sharing
- Hybridremote work from home
- Summer Fridays
- Participation in sales incentive bonuses
- Qualification for company trip
Hours:
Monday Friday 9am 5pm
Presented by Advisor Employee Services Thank you for your interest in the Client Service Specialist role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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