Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced financial planning firm in Wethersfield, CT is looking to expand our team. We have the tools, and resources to help you build a great future while sharing your expertise!
Responsibilities/Tasks
This Client Specialist 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 keeps updated records
- Coordinate and follow up on each client transfer
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Assist with New Business processing
Requirements for this Position
- A team player that must be flexible, enthusiastic and possess an energetic personality
- Financial Industry experience
- College Degree preferred
- 3 + years working alongside a Financial Advisor in a fast-paced office environment
- Insurance licensed
- Experience with MS Office Suite and the ability to learn new software quickly
- Strong organizational skills
- Excellent communication both written and verbal
Employment Type: Full-time
