Job Overview
Dedicated Financial Services is seeking a detail-oriented and dependable Client Services Specialist to support daily new business operations, application processing, client service workflows, and financial services administration. This opportunity is perfect for someone who is highly organized, proactive, and eager to contribute to a client-focused, supportive environment.
You’ll help manage client information, prepare and process service forms, coordinate communications, maintain organized files, and support the smooth operation of our office.
This role also involves general office administrative tasks, requiring excellent organizational and multitasking abilities.
Key Duties & Responsibilities
- Client Services Management: Handle all client service documents: withdrawals, additions, change of address, change of beneficiaries, reallocations for insurance and financial clients of the firm.
- Schwab and AUM Processing: Submit, track, and process applications accurately and efficiently.
- Application Tracking: Review weekly business reports and ensure application data is updated on a weekly basis.
- Document Processing & Tracking: Complete, track, and follow up on insurance & financial service documents to ensure timely, accurate processing.
- Entry & Management: Accurately enter and update client data in internal database/CRM systems.
- Communication & Coordination: Serve as a liaison between clients and insurance carriers; professionally gather client info, respond to inquiries, and manage policy delivery tasks (copying, faxing, digital files).
- Policy Accuracy (NIGO Resolution): Identify and resolve Not-In-Good-Order (NIGO) issues prior to final submission.
- Office Support:
- Answer calls, set appointments, open/process mail, maintain supplies.
- Support appointment scheduling, prepare correspondence, and back general daily office needs.
- System Skills: Learn and use Redtail, Firelight, Outlook, shared drives, and other financial tools.
- Confidentiality: Handle all client/business information with the highest standard of privacy and professionalism.
- Teamwork: Help maintain a well-organized, collaborative work environment; escalate questions/issues as needed.
Join us to be part of a vibrant team dedicated to delivering outstanding client experiences through innovative solutions and collaborative teamwork!
Qualifications
- Education & Experience: High school diploma or equivalent required. Prior experience in insurance processing, client services, office, or financial services administration a plus (but not required for eager learners).
- Skills: Quick learner, strong multitasking, effective oral and written communicator, excellent attention to detail.
- Technical Proficiency: Comfortable with Microsoft Word, Excell, Outlook, and Teams; able to learn new CRM/industry platforms.
- Personal Attributes: Dependable, organized, professional, courteous, adaptable, client-service oriented, and committed to accuracy.
- Sound Judgement: Ability to maintain confidentiality and discretion at all times.
- Client-Centric Attitude: Reliable, professional, and committed to delivering outstanding client service.
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as assigned.
Ideal Candidate
- Enjoys helping others and takes pride in accuracy.
- Communicates clearly and professionally in all interactions.
- Follows established processes but also recognizes situations needing escalation.
- Thrives in a collaborative, growth-minded culture.
About our Company:
At Dedicated Financial, we are passionate about helping people achieve their Life Goals, Hopes, Dreams through meaningful financial guidance. Founded by Len Hayduchok, a Wharton School graduate, Certified Financial Planner™, and Certified Life Coach, our firm has a mission that extends beyond numbers. With decades of expertise, we offer our clients a uniquely holistic planning process, Bringing Your Money to Life™, which aligns financial assets with what matters most to each person.
Our Core Values
- Value Every Connection: We believe in the unique beauty of every person we work with, fostering relationships grounded in respect and integrity.
- Holistic Financial Wellness: Our integrated process brings together financial planning and life coaching, empowering clients toward comprehensive wellness and purpose, not just wealth.
- Client-First Commitment: We prioritize our clients' aspirations, aligning their finances with their life goals to support fulfilling, purpose-driven retirements.
- Deep Understanding and Lasting Relationships: We invest in getting to know our clients deeply, building lasting connections that stand the test of time.
Our Purpose
We’re here to inspire our clients—and everyone we touch—to clarify and live their Life Goals, Hopes, and Dreams, aligning their financial resources with what truly matters. Our aim is to help clients maximize the value of their wealth in ways that bring enjoyment, meaning, and fulfillment.
Why Work with Us?
- Impactful Work: Be part of a mission-driven team that transforms financial planning into a journey of life enrichment.
- Continuous Growth: Join a team that values learning, teamwork, and personal growth.
- Collaborative Culture: Work alongside dedicated professionals in a supportive, collaborative environment.
If you're looking for a role where you can make a meaningful difference in people's lives, Dedicated Financial may be the place for you. Join us in helping clients Bring their Money to Life.
Pay: $26.24 - $31.69 per hour
Benefits:
- Health insurance
- Paid time off
Work Location: In person
