Service Specialist

Job Description

Job Description

JOB DESCRIPTION

JOB TITLE : Service Specialist

EMPLOYER : Signature Estate & Investment Advisors

DEPARTMENT : SIA Service

REPORTS TO : Client Services Manager

EFFECTIVE DATE : 6 / 13 / 2024

SUMMARY : This position is responsible for executing account openings, maintenance, and client requests in a timely manner.

DUTIES AND RESPONSIBILITIES :

• Answering the main service phone line while responding to requests over the phone
• Replying to client and advisor emails
• Reviewing and submitting account opening paperwork in a timely manner
• Processing cashiering, fee billing discrepancies, account transfers, and account closings.
• Ensuring accurate paperwork submissions
• Sending out proposals and account paperwork to prospects
• Resolving not in good order items per account level
• Train new employees on procedures
• Performs other related duties as assigned by management

SUPERVISORY RESPONSIBILITIES :

This job has no supervisory responsibilities.

QUALIFICATIONS :

• Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one year related experience and / or training, or equivalent combination of education and experience.
• Computer skills required : Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook);

Presentation software (PowerPoint) and Adobe software.

COMPETENCIES :

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity;

Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically;

Upholds organizational values.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation;

Able to deal with frequent change, delays, or unexpected events.

• Attendance / Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service;

Responds to requests for service and assistance; Meets commitments.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments;

Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks;

Looks for and takes advantage of opportunities; Asks for and offers help when needed.

Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting;

Keeps emotions under control; Remains open to others' ideas and tries new things.

Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions;

Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence;

Takes calculated risks to accomplish goals.