Job Summary
We are seeking a dynamic and dedicated Client Service Specialist to join our team! In this vital role, you will serve as the primary point of contact for our clients, ensuring their needs are met with professionalism, efficiency, and enthusiasm. Your energetic approach will help foster strong relationships, streamline administrative processes, and support overall office operations. This position offers a fantastic opportunity to develop your customer service skills while gaining valuable experience in office management and client communication. The ideal candidate is proactive, highly organized, and passionate about delivering exceptional service in a fast-paced environment.
Join us as a Client Service Specialist where your enthusiasm for helping others will shine! Be part of a vibrant team committed to delivering outstanding service while developing your professional skills in a supportive environment.
Qualifications:
· 1+ years of relevant client service experience in office setting
· Basic financial industry and product knowledge
· Proficiency in Word, Excel, Outlook, CRM platforms, and financial industry software
· Successfully pass a background check including fingerprinting
· Ability to pass Securities Industry Essentials (SIE) exam
Responsibilities will include (but are not limited to):
· Professional and courteous phone coverage: answering, handling and routing calls
· Prepare and process account paperwork: Opening accounts, eSignature, scanning and uploading, new client welcoming procedures, maintaining client records, processing paperwork, follow-up
· Schedule appointments and phone meetings.
· Cultivating relationships with clients to resolve issues and concerns and maintain client relationships
· Confidential usage of client information
· Complying with all industry rules and regulations, as well as all firm policies
Skills:
· Excellent attention to detail
· Excellent written and verbal communication skills
· Superior interpersonal, organizational, and client service skills
· Ability to work independently and alongside the advisor, prioritizing workload to manage time effectively, complete work within deadlines, and produce accurate results
Compensation & Benefits:
· Competitive Salary
· Retirement plan with employer matching
· Discretionary bonuses
· Paid Time Off – Holidays, Vacation & Sick Days
Pay: $20.00 - $22.00 per hour
Work Location: In person
