Client Service Representative
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis?
If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in Coral Gables, Fl.
is seeking to add a Client Service Representative to our Team!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes / withdrawals, index annuity reallocation's, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his / her review meetings and preparing issued accounts for delivery.
Minimum Requirements :
- Associates Degree preferred
- Financial Industry experience required
- 2 + years working alongside a Financial Advisor in a fast-paced office environment
- Securities and insurance licensed preferred or willing to obtain within 90 days
- Experience with MS Office Suite and the ability to learn new software quickly
This position requires that you possess the following skills :
- Strong organizational skills
- Excellent communication both written and verbal
- Attention to detail and accuracy
- Proactive Management Style and consistent follow-through
Responsibilities / Tasks :
This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments.
Other daily, weekly, and / or monthly tasks may include :
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with Client update reports and mailings
- Assist in setting client appointments for Advisor
- Assist with New Business processing
- Processing Life & Annuity Applications
- Processing Fidelity Paperwork
Office Administration :
Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include :
- Act as a phone back-up to other office personnel for phone coverage
- Help to keep database up to date and accurate
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