Client Service Specialist

Essential Functions:

• Responsible for processing all New Business transactions for new & existing clients as it relates to market driven accounts, annuities & life insurance.
• Record notes from client conversations and route detailed messages in a timely and accurate manner to appropriate team members
• Assist clients with questions and service requests with a variety of products & services including but not limited to reallocations, annual statements, misc company correspondence, address & beneficiary changes.
• Database management (create new contacts, document status of follow-ups, update files, update activities in client management system)
• Input accounts into Redtail, prepare annuities for delivery.
• Setup annuity delivery as needed.

Customer Service

• Friendly correspondence with clients via phone, email and in person.
• Provide clients with a weekly progress update.
• Timely response to inquiries for information.

Administrative/ClericalOverall administrative duties (sort faxes & mail, scan documents, filing)

• Export, format and deliver reports as requested from CRM / Excel
• Make call outs as needed for New Business follow ups, lead’s, etc.

General Responsibilities:

• Actively seek to add and enhance knowledge regarding developments and current trends in the financial industry that will serve JAG’s business needs
• Flexible to accept and proactive to seek additional assignments as requested by management
• Request counsel from supervisor on concerns and issues as appropriate
• Collaborate with JAG staff to maintain a team environment
• Arrive & depart from work timely per schedule
• Uphold JAG standards of professionalism while representing JAG
• Thrive in a time-sensitive environment and be adaptive to change
• Other duties as assigned

Performance Measurements:

• Positive first impression for incoming calls and visitors
• Tasks are completed timely, accurately and within deadline
• Redtail CRM database documentation is accurate
• Effective and accurate communications that represent JAG positively
• Ability to adapt while accepting and supporting management decisions
• Collaborative relationships are developed and maintained with stakeholders, affiliates, vendors, staff (internal and external) and members

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• Fast-paced office setting where focus is on creating the ultimate client experience
• This is a non-smoking work environment, including all premises and other such areas

Minimum Requirements: Knowledge, Skill and Ability

• 3-5 years minimum experience working in a New Business/Service role within the investment services industry.
• 2+ years of experience working in financial services
• Outstanding customer service skills and ability to meet deadlines
• Effective communication skills (verbal, written and body language)
• Ability to work independently with high-level productivity and attention to detail
• Ability to problem solve rationally and learn new programs quickly
• Proficient in MS Office Suite (Word & Excel)
• Comfortable with management of CRM platforms, Redtail Client Database a plus
• Knowledge of electronic scanners and general office equipment
• Ability to interpret a variety of instructions either written, oral, or electronic formats
• Excellent time management and organizational skills, seeks to improve efficiencies within tasks
• Ability to prioritize and manage work to effectively and efficiently accomplish tasks while managing multiple projects at the same time and delivering exceptionally friendly service
• Administrative support education or certificate, preferred
• Financial industry license or education preferred, or willingness to obtain Life license

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• 401(k)
• Life insurance
• Paid time off
• Parental leave

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Organizational skills: 1 year (Required)
• Microsoft Word: 1 year (Required)
• Customer relationship management: 3 years (Required)

Work Location: In person