Client Specialist Representative

January 25, 2018

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 keep updated
• 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

Job Application

  • Please attach a Resume and Cover Letter.
  • Drop files here or