What are the responsibilities and job description for the Client Support Specialist position at Wienken Wealth Management?
Pay: $18.00 - $22.00 per hour
Job description:
Job description:
Overview
We are seeking a detail-oriented and organized Administrative Service Support to join our dynamic team. The ideal candidate will provide administrative and “back office” support to financial advisors as part of a busy financial planning practice. Build and maintain positive relationships with new and existing clients through email and phone conversations. Assist with administrative tasks to allow the advisors to spend more time in front of clients to grow their practice. If you are a proactive individual with a passion for providing exceptional customer support and maintaining an efficient office environment, we encourage you to apply.
Responsibilities:
Communicate by phone and email with clients and other staff members
· Resolve Client Issues and answer questions on a timely basis
· Meet frequently with advisors and interact with other staff members on tasks
· Logging client information and notes into data base/CRM
· Maintain spreadsheets and other documents
· Editing and formatting letters and documents
· Run reports and reviews for client meetings
· Use of multiple and various online programs ( Docusign, Microsoft applications, etc.)
· Provide clients and advisors with change forms as needed to service accounts
· Scheduling client/advisor appointments
· Special projects and assignments as assigned by advisors/supervisor
· Back up team members as needed
Requirements:
· High School diploma or equivalent
· Must be able to work with varying personalities
· Excellent Communication skills, both written and verbal
· Advanced knowledge of Word Applications
· Accurate Typing skills
· Attention to Detail
If you are ready to contribute your skills in a supportive role that makes a difference, we look forward to receiving your resume!
Job Type: Full-time
If you are ready to contribute your skills in a supportive role that makes a difference, we look forward to receiving your resume!
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Pay: $18.00 - $22.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $18 - $22