What are the responsibilities and job description for the Client Service Specialist position at REAP Financial?
Client Service Specialist
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm, REAP Financial Group, LLC, in Austin, TX is seeking to add a Client Service Specialist to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:
- Financial or Insurance Industry experience required
- 3 years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MacOS, preferred, and the ability to learn new software quickly
- CRM experience
- Texas Life Insurance License or Series 65 preferred
Responsibilities:
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 monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Complete and process new business applications, following up on pending business and contacting individual clients with updates
- Manage the new business submitted and new business issued in reporting tool
- Order and stock new business applications and marketing brochures
- Update and review database/CRM to reflect account status regarding new business and/or service
- Maintain an organized, compliant, and efficient filing system
- Complete and process all applications for business submitted by Advisor
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist Advisor(s) with educational workshops and client events as needed
- Assist in setting client appointments and assist Advisor(s) with pre-appointment preparation
- Maintain current Advisors licenses and appointments with agencies and companies
Required Behaviors and Motivators:
- Excels in identifying problems quickly
- Highly efficient, i.e., doesn’t get bogged down with details
- People-Centric, i.e., open while displaying strong people acumen
- Strong get-it-done attitude that moves things along quickly
- Zero procrastination, i.e., doesn’t linger over projects but drive them to completion
- Able to move between projects while prioritizing the most important ones first
- Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time
- Extremely flexible, i.e., able to switch gears and lanes with ease
- Strong ownership of projects with the ability to let things go when necessary
Benefits:
- Health, Dental, and Vision (100% paid by company)
- PTO
- Unlimited Flex time
- Maternity/Paternity leave
- After 1 year:
- 401(k) with generous matching and profit sharing
- Hybrid-remote work from home
- Summer Fridays
- Participation in sales incentive bonuses
- Qualification for company trip
Hours:
Monday – Friday 9am – 5pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com