Client Service Specialist Tampa, FL
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position: Client Service Specialist
Firm: Mosaic Financial Group
Location: Tampa FL
Overview:
Do you have a passion for delivering superior customer service while supporting the essential daily functions of a successful office Mosaic Financial Group in Tampa FL is seeking a Client Service Specialist to provide diverse planning and administrative support. If you thrive in a fast-paced environment and want to see the impact of your work every day we encourage you to apply!
What youll do:
- Manage client service requests including account maintenance beneficiary updates withdrawals and resolving client issues.
- Prepare and process new client paperwork applications and account transfers ensuring accuracy and timely follow-up (including ACATs).
- Maintain up-to-date client records and notes in the CRM.
- Assist with annuity servicing and client outreach preparing meeting summaries reports and supporting materials.
- Support advisors and ensure efficient office workflow through administrative and operational tasks.
- Answer phones greet clients warmly and handle incoming calls with professionalism and a focus on relationship building.
- Coordinate and support client events mailings and communication with clients and staff.
What Were Looking For:
- Associates or Bachelors degree or equivalent work experience.
- 1-2 years of financial industry experience preferred; Series 65 and Insurance License (life & annuity) preferred or willingness to obtain in 90 days.
- Proficiency with Microsoft Office Suite and previous CRM experience.
- Strong written/verbal communication and client relationship skills.
- Highly organized detail-oriented and able to prioritize multiple requests efficiently.
- Collaborative and proactive team player able to work independently with integrity.
Bonus Points:
- Additional financial industry experience
- Experience supporting advisors and processing client accounts
- Familiarity with annuity servicing and application processes
What Youll Get:
Pay & Perks:
- $60000/year based on experience bonus potential
- Healthcare stipend
- PTO
- Retirement plan
Schedule:
- Monday Friday 9am-5pm
- Occasional evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
IC
