Advisor Employee Services
Client Service Representative - Fort Walton Beach, FL
Advisor Employee Services, Fort Walton Beach, Florida, us, 32549
Client Service Representative - Fort Walton Beach, FL
Join to apply for the
Client Service Representative - Fort Walton Beach, FL
role at
Advisor Employee Services Client Service Representative - Fort Walton Beach, FL
2 days ago Be among the first 25 applicants Join to apply for the
Client Service Representative - Fort Walton Beach, FL
role at
Advisor Employee Services Get AI-powered advice on this job and more exclusive features. Advisor Employee Services provided pay range
This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$45,000.00/yr - $55,000.00/yr Client Service Representative
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in
Fort Walton Beach, FL
is seeking to add a Client Service Representative 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 Active Listening and Decision Making
Minimum Requirements:
Finance/associate’s degree preferred Financial Industry experience preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience
Responsibilities:
This Client Service Administrator 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:
Client Service
Assisting clients with overall maintenance of annuity accounts Non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc. Filing death claims for deceased clients. Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claim. Keeping databases updated with closed accounts, portfolio values, and general information. Helping clients with online registrations for accessing accounts via Orien or directly through company website. Respond to incoming and outgoing client inquiries by phone and email requests. Running annual RMD report for eligible clients; ensuring required distributions are taken. Act as liaison between clients and financial advisors when needed. Meeting with clients if necessary. Balance Sheet, completion, and Appointment Prep Assign task provided by advisor dictations to staff
Administrative/ Misc.
Attend educational seminars and client events Assist in training and development Back Up for client operations specialist Ensure all scheduled appointments are readily prepared for each financial advisor Database maintenance
Hours
M-F 9am-5pm
Benefits
Medical Insurance Dental Insurance Vision Insurance Short-Term Disability Long-Term Disability Basic Life Insurance 401(k) PTO
Salary
$45,000-$55,000
Presented by Advisor Employee Services
Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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 Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Advisor Employee Services by 2x Get notified about new Client Services Representative jobs in
Fort Walton Beach, FL . Fort Walton Beach, FL $45,000.00-$55,000.00 1 day ago Operations Support Specialist- Full Time/Part Time
Entry Level Customer Service - Paid Training
Office Operations Assistant - Cardiology Medical Office
Airports Executive Administrative Assistant
Fort Walton Beach, FL $15.00-$17.50 1 week ago Contracts Administrator - Ongoing Career Opportunities
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
Join to apply for the
Client Service Representative - Fort Walton Beach, FL
role at
Advisor Employee Services Client Service Representative - Fort Walton Beach, FL
2 days ago Be among the first 25 applicants Join to apply for the
Client Service Representative - Fort Walton Beach, FL
role at
Advisor Employee Services Get AI-powered advice on this job and more exclusive features. Advisor Employee Services provided pay range
This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$45,000.00/yr - $55,000.00/yr Client Service Representative
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in
Fort Walton Beach, FL
is seeking to add a Client Service Representative 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 Active Listening and Decision Making
Minimum Requirements:
Finance/associate’s degree preferred Financial Industry experience preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience
Responsibilities:
This Client Service Administrator 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:
Client Service
Assisting clients with overall maintenance of annuity accounts Non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc. Filing death claims for deceased clients. Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claim. Keeping databases updated with closed accounts, portfolio values, and general information. Helping clients with online registrations for accessing accounts via Orien or directly through company website. Respond to incoming and outgoing client inquiries by phone and email requests. Running annual RMD report for eligible clients; ensuring required distributions are taken. Act as liaison between clients and financial advisors when needed. Meeting with clients if necessary. Balance Sheet, completion, and Appointment Prep Assign task provided by advisor dictations to staff
Administrative/ Misc.
Attend educational seminars and client events Assist in training and development Back Up for client operations specialist Ensure all scheduled appointments are readily prepared for each financial advisor Database maintenance
Hours
M-F 9am-5pm
Benefits
Medical Insurance Dental Insurance Vision Insurance Short-Term Disability Long-Term Disability Basic Life Insurance 401(k) PTO
Salary
$45,000-$55,000
Presented by Advisor Employee Services
Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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 Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Advisor Employee Services by 2x Get notified about new Client Services Representative jobs in
Fort Walton Beach, FL . Fort Walton Beach, FL $45,000.00-$55,000.00 1 day ago Operations Support Specialist- Full Time/Part Time
Entry Level Customer Service - Paid Training
Office Operations Assistant - Cardiology Medical Office
Airports Executive Administrative Assistant
Fort Walton Beach, FL $15.00-$17.50 1 week ago Contracts Administrator - Ongoing Career Opportunities
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