Client Services Specialist

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


Job Application

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    Johnson Brunetti

    Investment Advisory Services offered through JB Capital, LLC.
    Insurance Products offered through JN Financial, LLC.
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