What are the responsibilities and job description for the Client Service Specialist - Wealth Management position at Carlson Financial Services?
Are you looking for an opportunity to work in financial services? Are you driven, self-motivated, and client-focused? If you value developing long-term client relationships, constantly challenging yourself, and providing superior support, then we would like to talk to you. Our growing financial services firm is seeking to add a Client Service Specialist to our team in Richmond, VA.
The culture at Carlson Financial is much more than just getting work done. We have a clear vision supported by accessible and unbiased leadership. We encourage honest feedback from employees and treat them as our greatest strength which is reinforced through our generous benefits programs. Our focus on the client promotes a fun work environment where we regularly celebrate our partnership.
As a Client Service Specialist with Carlson Financial, youll be working with a team that puts the client first in implementing their retirement plan. Your priorities will include: 1) Aiding clients as they come on board by opening investment accounts and providing support in annuity and life insurance evaluations, 2) Servicing existing clients with account servicing requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, and database management, and 3) Preparing for client reviews by updating client account summaries and prepping the Financial Advisor for review meetings.
Preferred Requirements
- Experience working in Wealth or Asset Management
- Series 65 Securities Registration and insurance license preferred, or willing to obtain if pursuing an advisor career path
- Skilled with MS Office Suite, advanced Excel skills, and the ability to learn new software quickly
A successful candidate will possess * Strong organizational skills * Excellent verbal and written communication skills * Attention to detail and accuracy * Proactive management style * Consistent follow-through.
Essential Functions/Position Responsibilities
- Review applications for accuracy and adherence to the financial plan prior to submission
- Complete client service requests and resolve client issues
- Coordinate and follow up on each client account or funds-transfer
- Receive incoming client service calls in a friendly, professional manner
- Maintain thorough notes and accurate client database records
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Set client appointments for the Financial Advisor
- Participation in marketing events as necessary
- Occasionally assist in on-boarding new clients