Client Service Specialist

REAP Financial Group is a boutique investment advisory firm specializing in Retirement Planning. Our mission is to “Empower families to reimagine what matters most.” Based in Northwest Austin, we seek a Client Service Specialist to ensure smooth day-to-day operations and deliver superior customer service to existing clients and prospects.

Responsibilities

• Complete and process new business applications
• Order and stock new business applications and marketing brochures
• Receive incoming client service calls in a friendly, warm manner
• Process and follow up on client service work
• Update and review database/CRM to reflect account status regarding new business and/or service
• Maintain an organized, compliant, and efficient filing system
• Follow up on pending business and contact individual clients with updates
• Assist Advisor(s) with pre-appointment preparation
• Gather account values and complete client review summary for upcoming appointments
• Manage the new business submitted and new business issued in reporting tool
• Assist Advisor(s) with client reports and mailings
• Assist Advisor(s) with educational workshops and client events as needed
• Act as phone back-up to other office personnel for phone coverage
• Maintain current Advisor’s licenses and appointments with agencies and companies

Requirements

• Prior experience working in the financial industry
• 3+ years working alongside a Financial Advisor in a fast-paced office environment
• Texas Life Insurance & Securities License(s) preferred
• Proficiency in MacOS
• Excels in identifying problems quickly
• Highly efficient, i.e., doesn’t get bogged down with details
• People-Centric, i.e., open while displaying strong people acumen
• Strong get-it-done attitude that moves things along quickly
• Zero procrastination, i.e., doesn’t linger over projects but drives 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

Pay

$45K–$60K/year based on experience

Schedule

In office: Monday–Friday, 9 am–5 pm