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Form of workClient Service Representative
Are you looking for an opportunity to utilize superior Client Service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior Client Service we would like to talk to you!
Our growing financial service firm in Prescott, AZ is seeking to add a Client Service Representative 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, Client Service meetings, 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:
- Bachelor’s Degree, preferred
- 2+ years of Financial Industry experience required
- Series 65/Life and Health Licensing, preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
Responsibilities:
This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and complete client appointments. Other daily, weekly, and monthly tasks may include:
This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and complete client appointments. Other daily, weekly, and monthly tasks may include:
- Receive incoming Client Service calls in a friendly manner
- Take client appointments
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist in setting client appointments
Salary:
- $45,000 - $50,000
Benefits:
- Health
- Dental
- 401K
- PTO
Hours:
- Some evenings required for client events
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
