Advisor Employee Services
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Client Service Specialist - Financial Firm - Austin, TX
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Advisor Employee Services 1 month ago Be among the first 25 applicants Join to apply for the
Client Service Specialist - Financial Firm - Austin, TX
role at
Advisor Employee Services Get AI-powered advice on this job and more exclusive features. Client Service Specialist
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Client Service Specialist
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm,
REAP Financial Group, LLC , in
Austin, TX
is seeking to add a Client Service Specialist 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, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills
Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through
Minimum Requirements
Financial or Insurance Industry experience required 3+ years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MacOS, preferred, and the ability to learn new software quickly CRM experience Texas Life Insurance License or Series 65 preferred
Responsibilities
This Client Service Specialist 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 monthly tasks may include:
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Complete and process new business applications, following up on pending business and contacting individual clients with updates Manage the new business submitted and new business issued in reporting tool Order and stock new business applications and marketing brochures Update and review database/CRM to reflect account status regarding new business and/or service Maintain an organized, compliant, and efficient filing system Complete and process all applications for business submitted by Advisor Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist Advisor(s) with educational workshops and client events as needed Assist in setting client appointments and assist Advisor(s) with pre-appointment preparation Maintain current Advisors licenses and appointments with agencies and companies
Required Behaviors And Motivators
Excels in identifying problems quickly Highly efficient, i.e., doesn’t get bogged down with details People-Centric, i.e., open while displaying strong people acumen Strong get-it-done attitude that moves things along quickly Zero procrastination, i.e., doesn’t linger over projects but drive them to completion Able to move between projects while prioritizing the most important ones first Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time Extremely flexible, i.e., able to switch gears and lanes with ease Strong ownership of projects with the ability to let things go when necessary
Benefits
Compensation based on previous experience
Health, Dental, and Vision (100% paid by company) PTO Unlimited Flex time Maternity/Paternity leave After 1 year: 401(k) with generous matching and profit sharing Hybrid-remote work from home Summer Fridays Participation in sales incentive bonuses Qualification for company trip
Hours
Monday – Friday 9am – 5pm
Presented by Advisor Employee Services
Thank you for your interest in the Client Service Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Advisor Employee Services by 2x Sign in to set job alerts for “Client Services Representative” roles.
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Client Service Specialist - Financial Firm - Austin, TX
role at
Advisor Employee Services 1 month ago Be among the first 25 applicants Join to apply for the
Client Service Specialist - Financial Firm - Austin, TX
role at
Advisor Employee Services Get AI-powered advice on this job and more exclusive features. Client Service Specialist
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Client Service Specialist
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm,
REAP Financial Group, LLC , in
Austin, TX
is seeking to add a Client Service Specialist 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, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills
Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through
Minimum Requirements
Financial or Insurance Industry experience required 3+ years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MacOS, preferred, and the ability to learn new software quickly CRM experience Texas Life Insurance License or Series 65 preferred
Responsibilities
This Client Service Specialist 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 monthly tasks may include:
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Complete and process new business applications, following up on pending business and contacting individual clients with updates Manage the new business submitted and new business issued in reporting tool Order and stock new business applications and marketing brochures Update and review database/CRM to reflect account status regarding new business and/or service Maintain an organized, compliant, and efficient filing system Complete and process all applications for business submitted by Advisor Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist Advisor(s) with educational workshops and client events as needed Assist in setting client appointments and assist Advisor(s) with pre-appointment preparation Maintain current Advisors licenses and appointments with agencies and companies
Required Behaviors And Motivators
Excels in identifying problems quickly Highly efficient, i.e., doesn’t get bogged down with details People-Centric, i.e., open while displaying strong people acumen Strong get-it-done attitude that moves things along quickly Zero procrastination, i.e., doesn’t linger over projects but drive them to completion Able to move between projects while prioritizing the most important ones first Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time Extremely flexible, i.e., able to switch gears and lanes with ease Strong ownership of projects with the ability to let things go when necessary
Benefits
Compensation based on previous experience
Health, Dental, and Vision (100% paid by company) PTO Unlimited Flex time Maternity/Paternity leave After 1 year: 401(k) with generous matching and profit sharing Hybrid-remote work from home Summer Fridays Participation in sales incentive bonuses Qualification for company trip
Hours
Monday – Friday 9am – 5pm
Presented by Advisor Employee Services
Thank you for your interest in the Client Service Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Advisor Employee Services by 2x Sign in to set job alerts for “Client Services Representative” roles.
Customer Experience & Operations Specialist
Austin, Texas Metropolitan Area 1 month ago Austin, Texas Metropolitan Area $25.00-$30.00 2 hours ago Veterinary Client Service Representative
Veterinary Client Service Representative
0103 - Austin-Downtown TX - Sr Operations Specialist
Austin, TX $35,000.00-$40,000.00 1 week ago Client Experience Specialist – Financial Services
License and Permit Specialist II #0306-25
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr