Client Services Specialist

Thrive Financial Services/Thrive Capital Management has been named to the Inc. 5000 Fastest Growing Private Companies in America three years in a row and are looking for exceptional and ambitious local talent to join our growing team! We are a fast-paced innovative Financial Services firm, based in Fort Washington, PA, seeking confident & highly energized individuals to join our team. We are searching for experienced industry experts to join us in our mission to provide education, leadership, and awareness to the Greater Philadelphia Area regarding retirement and creating financial security for the families that we serve.

As a Client Services Specialist at Thrive you will work directly with insurance/investment companies, our back-office team, clients, and financial planners to impact the lives of the families we work with. If you have a passion for serving others, being a team player, are driven to succeed, and are ready to THRIVE in the Financial Services Industry, we welcome you to apply to join our team!

Job Responsibilities

• Prepare, submit, execute, & track Onboarding Paperwork and service-related items
• Assist clients with non-advisory service needs via inbound calls and advisor requests
• Input and maintain CRM system with financial accounts, current client information and status updates regarding pending business and service requests
• Assist with business operations including technology, data integrity, and licensing/contracting
• Navigate carrier and custodian websites for account/policy information, pending business status, status of transfers, etc.
• Make outbound calls to get updates on pending items
• Communicate with the advisory staff, team members, and clients to gather any missing information, resolve any NIGOs, update on status of accounts and services requests

Required Skills:

• Great team player and winning attitude
• Excellent verbal and written communication skills with strong attention to detail
• Strong time management and organizational skills
• Proficiency in core Microsoft Office Systems
• Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from clients, Advisors, and team members
• Professional and positive attitude
• Trustworthy; uses discretion with confidential information

Education & Experience:

• Degree in business, finance, or similar OR three years of equivalent experience in the financial services industry
• Insurance (Life & Annuity) experience preferred but not required
• Investment experience & Series 65 Required

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

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

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Experience:

• Financial Services: 1 year (Preferred)

Work Location: In person