The Client Care Specialist acts as an executive assistant to the Advisor(s) and plays an essential role in the Operations Team.
Their responsibilities are split between executing the advisor-client plan and fulfilling client needs. This position collaborates closely with Paraplanners, the Operations Team, and Carriers, acting as the primary contact for Clients and as a liaison in Client-Advisor relationships.
Major Duties and Responsibilities
- Support Advisors in serving clients.
- Maintain the Advisors’ calendars consistently.
- Oversee the scheduling of client appointments for Advisors.
- Manage follow-up coordination with Advisors, Paraplanners, Client Care Assistants, and / or clients for next steps.
- Timely entry of client information and notes into Junxure CRM.
- Prepare for upcoming client appointments.
- Collaborate with Paraplanners and Client Care Assistants to ensure timely and thorough file preparation.
- Ensure all files are accurate and complete for client meetings.
- Provide outstanding client care while responding to client requests.
- Open new client accounts, process applications, and handle monetary transfers.
- Address client service requests daily, responding promptly.
- Maintain client and document files in both hard copy and electronic formats according to company policies.
- Generate weekly reports for Advisors, VP of Operations, and the Operations Team as needed or requested.
- Participate in Operations meetings to communicate about clients with open dialogue.
- Respond to client care calls, voicemails, and emails on the same day if possible or within 24 hours.
Qualifications for the Job
Education :
- Bachelor’s Degree preferred, but not required.
- Series 65 encouraged.
Experience :
Three years of industry experience required.
Other :
- Must present a professional appearance, demeanor, and a friendly, positive attitude.
- Must be exceptionally organized.
- Punctuality is required.
- Must be flexible in high-stress situations.
- Proactively seeks assistance when personal work is complete.
- Must be receptive to leadership directions with a positive attitude.
- Self-starter and team player required.
- Ability to multi-task with attention to detail.
- Willing to assist wherever needed.
- Teachable and open to training.
- Sensitive, professional, and compassionate with clients and confidential information.
- Strong verbal and written communication skills.
Key Competencies
- Strong computer skills, proficiency in Microsoft Office applications, and an ability to quickly learn new software.
- Capable of learning the Company’s CRM.
Client Care Specialist
The Client Care Specialist acts as an executive assistant to the Advisor(s) and plays an essential role in the Operations Team. Manage follow-up coordination with Advisors, Paraplanners, Client Care Assistants, and/or clients for next steps. Provide outstanding client care while responding to client...
Production Coordinator
EO/AA Employer: Minorities/Females/Veterans/Disability/Sexual Orientation/Gender Identity Fresenius Medical Care North America maintains a drug-free workplace in accordance with applicable federal and state laws. ...
Customer Service / Benefits Specialist (Work from Home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Ability to listen to and underst...
Administrative Services Assistant 3 - 10292024-62691
May act as the Administrative Services Officer or the Assistant Administrative Services Officer based on the complexity of the administrative services operation and the size of the agency. Graduation from an accredited college or university with a bachelor's degree AND experience equivalent to three...
Administrative Assistant (Remote)
D Aceto Services LLC is seeking a highly organized and detail-oriented Administrative Assistant to join our remote team. In this role, you will provide administrative support to ensure efficient operation of the office and assist team members in various tasks. ...
LPN Outpatient Care Coordinator - Summit Medical Group
The LPN Outpatient Care Coordinator provides transition of care services that are designed to ensure health care continuity for Summit Medical Group (SMG) patients. Summit Medical Group is seeking an LPN Outpatient Care Coordinator. This position reports to the Outpatient Transition Manager in colla...
Dispatch Coordinator (JFC/Receptionist)
As the Dispatch Coordinator you will assist with scheduling a team to the customer’s location to assess the work that would need to be completed.If you are organized, have outstanding customer service skills, and stive to assist others in their time of need you could thrive in this environment...
Administrative Assistant IV
The administrative assistant plays a vital role to the Human Resources department, providing essential support to ensure the smooth and efficient operation of HR functions. The administrative assistant must have a solid understanding of HR principles, community college operations, and office managem...
Client Services Specialist, Veterinary Hospital Operations: College of Veterinary Medicine
Client Services Specialist, Veterinary Hospital Operations: College of Veterinary Medicine-240000020N. Client Services Specialist, Veterinary Hospital Operations. The University of Tennessee, College of Veterinary Medicine, invites applications for the position of Client Services Specialist. Under t...
Customer Service Representative
We will empower you to provide best in class service! Customer Experience Representatives use their excellent communication and interpersonal skills with customers. Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance. Cu...