Critical features of this job are described under the headings below. They may be subject to change at any time due to reasonable accommodation or other reasons.

JOB SUMMARY:

The Client Service Specialist position’s primary duties are to support the Agency Wealth Management Team and require both back-office and client facing abilities. They are expected to ensure the client experience is properly maintained and deliver excellent customer service. They are an organized, efficient, and detail-oriented individual that performs daily tasks in a fast-growing and fast-paced environment. This position is best suited for an individual that is looking to grow, learn, and provide comprehensive advice in a team atmosphere.

DUTIES AND RESPONSIBILITIES:

Specific duties regarding back-office functions include, but are not limited to:

• Primary point of contact for certain prospects and clients.
• Prepare and review financial reports via Envestnet, Wealthscape, and Advisor360
• Maintain client data base via Advisor360 (A360), including documentation of all client service tasks and cases
• Assist the team with client onboarding - paperwork for new clients and maintain case files for tracking
• Ensure compliance procedures and licensing is maintained for the team
• Proactively contact clients to enhance client relationship
• Complete, submit, and monitor any/all client service-based requests
• Answer all incoming calls with exceptional client service
• Maintain client and prospect information in our records database
• Assist clients, financial advisors and operations with client needs when applicable
• Assist in developing processes and procedures that enhance accuracy and streamlines processes
• Perform all relationship duties for assigned prospects and clients
• Complete special projects as assigned.

Specific duties regarding advisory service functions include, but are not limited to:

• Follow client procedures and office protocol as the client’s day-to-day wealth advisor
• Provide wealth management advice to clients under supervision and direction of Agency Investment Specialist(s).
• Conduct miscellaneous performance and issue research as needed.
• High-touch relationship management involving face-to-face meetings, phone calls and emails to deliver the highest level of client services
• Maintain all client activity, communication, and notes in A360. Track all client transfers and monies invested as well as all action items for clients.
• Return all client calls and emails within 24 hours.

QUALIFICATIONS:

• 1 to 3 years of work experience in the financial services industry a plus
• Bachelor’s degree or commiserate experience required
• Excellent follow through skills
• Possess strong financial and analytical skills
• Able to work independently and take initiative
• Strong computer and technology skills and expertise in Microsoft Excel, Word, and PowerPoint. Familiarity with contact management software a plus.
• Experience with Envestnet & Advisor 360 a plus
• Excellent interpersonal and telephone skills.
• Excellent writing skills, organizational skills, and attention to detail.
• Excellent attitude and an extraordinary client service orientation.
• Ability to handle multiple tasks and operate on tight deadlines.
• Be adaptable
• Ability to thrive in a fast-paced environment

The employee is expected to adhere to all company policies and to act as a role model in the adherence to those policies.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• wealth management: 1 year (Required)

Ability to Relocate:

• Tampa, FL 33609: Relocate before starting work (Required)

Work Location: In person