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.

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.
1 day ago