What are the responsibilities and job description for the Client Service Specialist - Wealth Management position at Johnson Brunetti?
Client Service Specialist - Wealth Management
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our team. We have the tools and resources to help you build a great future while sharing your expertise!
Responsibilities/Tasks:
This Client Service Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and/or monthly tasks may include:
• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated records
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Assist with New Business processing
Requirements for this Position:
• A team player that must be flexible, enthusiastic and possess an energetic personality
• Financial Industry experience
• College Degree preferred
•2 years working alongside a Financial Advisor in a fast-paced office environment
• Life Insurance licensed preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Strong organizational skills
• Excellent communication both written and verbal
