Client Service Specialist
Client Service Specialist
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$ 65000 - 90000
1 Vacancy
Job Description
ABOUT HUB:
In a rapidly changing world HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds largest insurance brokers our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
About HUB Retirement & Private Wealth (RPW):We lead our communities with integrity driven to make things better both now and in the future. We serve inspire and thrive while maintaining an entrepreneurial spirit. We innovate collaborate and achieve success together focused on the tomorrows for all.
About GRP:
Global Retirement Partners LLC is a registered investment advisor with over $143 B in in total assets under advisement including some $10B in individual wealth assets under management. With over 530 producing advisors in offices throughout the United States GRPs Financial Advisors provide investment services to over 10000 retirement plans and their plan participants and nearly 22000 individual wealth accounts. Due to rapid growth in our wealth management practice we are expanding our wealth focused operational team and are looking for experienced client service professionals to join the team.
Summary:
As a Financial Services Client Service Specialist you will be the primary point of contact for our valued advisor teams providing exceptional service and support related to their financial accounts and inquiries. You will be responsible for efficiently and accurately addressing client needs resolving issues and ensuring a positive client experience. Your role is crucial in building and maintaining strong client relationships and upholding the reputation of our financial institution.
Essential Duties Responsibilities:
- Serve as the first point of contact and custodian SME for clients via phone email and potentially chat or in-person interactions.
- Professionally and empathetically respond to client inquiries regarding account balances transactions statements fees and other financial products and services.
- Investigate and resolve client complaints and issues in a timely and efficient manner escalating complex issues to the appropriate department when necessary.
- Provide clear and concise information to clients regarding company policies procedures and regulatory requirements.
- Collaborate with internal departments through various strategic initiatives to continuously improve client experience.
- Educate advisor base on available products and services of RIA.
- Maintain accurate records of client interactions and transactions.
- Participate in new advisor transition projects including account opening asset transfer and paperwork completion.
- Adhere to all compliance guidelines security procedures and data privacy regulations.
- Identify opportunities to cross-sell or upsell relevant financial products and services while always prioritizing the clients needs.
- Collaborate effectively with other departments to ensure seamless client service delivery.
- Stay up to date on product knowledge industry trends and regulatory changes.
- Perform other duties and participate in project teams as assigned.
- Light to medium travel may be required.
Qualifications:
- Undergraduate degree preferred or 3 years progressive experience in financial services
- Strong understanding of wealth management products and services.
- Strong understanding of Broker Dealer/RIA/ Custodial back-office functions
- Excellent verbal and written communication skills with the ability to explain complex information clearly and concisely.
- Exceptional interpersonal and client relationship management skills
- Strong attention to detail and accuracy.
- Ability to prioritize tasks and manage time effectively in a fast-paced environment.
- Proven ability to identify analyze and resolve complex problems effectively and efficiently.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Strong ethical standards and integrity.
Preferred Skills:
- Experience with financial services software programs and systems.
- SIE or Series 6/7/65 licensed.
- Knowledge of project management tools and techniques.
- Knowledge of LPL Financial Schwab and Fidelity technologies strongly preferred.
- Knowledge of Orion Connect highly preferred
We are the perfect fit if you:
- are seeking a progressive work environment at a rapidly growing organization
- have a desire to help advisors grow their practices
- have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- are focused on learning and development to enhance your industry knowledge and expertise
- are a self-starter willing to invest time and energy to expand your knowledge of the technical aspects of our business
- believe in integrity and building success by developing relationships with others
- enjoy moderate travel to advisor offices industry conferences and events.
The expected pay range for this position is $65000 to $90000 and will be impacted by factors such as the successful candidates skills experience and work location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could includehealth/dental/vision/life/disabilityinsurance FSA HSA and 401(k) accounts paid-time-off benefits and eligible bonuses and commissions for some positions.
WHY CHOOSE HUB:
Throughout our network of more than 530 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
