Client Service Specialist

What You’ll Do

• Process and track new business, including application submission and account transfer follow-up (ACATs)
• Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance
• Affiliate with annuity servicing, including index reallocations
• Aid in incoming client calls with professionalism and a strong focus on relationship building
• Maintain accurate and up-to-date client records within the CRM (Redtail) /database
• Support advisors with administrative and operational tasks to ensure efficient workflow

What We’re Looking For

• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• Excellent communication; written and verbal
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points

• Financial industry experience preferred

Pay & Perks

• $55k - $75k/year based on experience
• Dental insurance
• Health insurance
• Vision insurance
• 401(k) with 5% match (eligible at 1 year of service)
• Paid time off
• Professional development assistance

Schedule

• In office: Monday – Friday, 9am-5pm